⚠ Import order matters. Import in this sequence: 1. Customers → 2. Employees → 3. Invoices → 4. Expenses. Customers must be imported first so Invoices can link to them by name.
📊 How to export from QuickBooks Online
- Go to Reports in the left sidebar
- Search "Customer Contact List"
- Click the report to open it
- Click the Export icon → Download as Excel Workbook (.xlsx)
Expected filename: Customer Contact List.xlsx
Drop Customers.xlsx here
or click to browse · Accepts: .xlsx files
📊 How to export from QuickBooks Online
- Go to Reports in the left sidebar
- Search "Employee Contact List"
- Click the report to open it
- Click the Export icon → Download as Excel Workbook (.xlsx)
Expected filename: Employee Contact List.xlsx
Drop Employees.xlsx here
or click to browse · Accepts: .xlsx files
📊 How to export from QuickBooks Online
- Go to Reports in the left sidebar
- Search "General Ledger"
- Set the date range to All Dates
- Click Run Report
- Click Export icon → Download as Excel Workbook (.xlsx)
Expected filename: General Ledger.xlsx — this same file is also used for Expenses (Tab 4)
Drop General_Ledger.xlsx here
or click to browse · Accepts: .xlsx files
📊 How to export from QuickBooks Online
- Use the same General Ledger export as Tab 3 — Invoices
- Go to Reports → search "General Ledger"
- Set date range to All Dates → Run Report
- Click Export → Download as Excel Workbook (.xlsx)
Expected filename: General Ledger.xlsx (same file as Invoices tab)
Drop General_Ledger.xlsx here
or click to browse · Accepts: .xlsx files
📊 How to export from QuickBooks Online
- Go to Reports in the left sidebar
- Search "Supplier Contact List"
- Click the report to open it
- Click Export → Download as Excel Workbook (.xlsx)
Expected filename: Supplier Contact List.xlsx — view only, no import to database
Drop Suppliers.xlsx here
or click to browse · Accepts: .xlsx files