So the original question was: Do I need a 3rd party tool to import transactions from excel into Online like: SaasAnt, TPI, or Zed Axis? Here is the latest Import Guide and CSV Importing TemplateĪdditionally, All other versions of QuickBooks Online (Simple Start, Essentials, Plus, and Advanced) have the ability to import from a CSV File bank and credit card transactions into Bank Feeds but that is not the same as “importing transactions” so we will dismiss those as a true way to import transactions QuickBooks Online Advanced has a LIMITED feature allowing you to import these transactions types: Importing Transactions into QuickBooks Online NOTE: if you are looking for QuickBooks Desktop related info, read this article instead Importing list entries (not transactions) into QuickBooks OnlineĪll versions of QuickBooks Online have built-in functionality to import into QuickBooks the following lists:
The answer is “maybe” let’s break down the different situations first.
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