This is where you can perform a final review of the data that will be imported into QuickBooks Online. You can indicate No Match for the fields that you don't have a matching column. You also don't have to have a column for each QuickBooks field. The only columns that will import into QuickBooks are the columns you match to a QuickBooks field. It's OK if your spreadsheet has extra columns. However, these are only suggestions, and you can change them as needed. QuickBooks Online will make a selection automatically if one of your column headers matches the QuickBooks Online field. The right column provides a drop-down box to select the column from your spreadsheet to assign to the corresponding QuickBooks Online field. The left column is the QuickBooks Online fields available for import. Map your spreadsheet columns to QuickBooks Online fields You'll be able to apply future payments to the vendor against this opening balance.Ĭlick the green Save button to record the new vendor. This is common if you're transferring from different bookkeeping software. Opening balance: A vendor's opening balance is the amount you owe the vendor for periods prior to your QuickBooks Online start date for which you won't be entering invoices. ![]() For instance, in our example, since it's a pipe supplier, you can assign a default expense category like “Materials & Supply.”
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