Import Your
Accounting Transactions

Bulk import transactions into QuickBooks Online.
Import from Microsoft Excel, Apple Numbers, or CSV files.

Free for 14 days, no credit card required

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How It Works

Connect
QuickBooks

Choose the QuickBooks company you want to use

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Drag & Drop
File

Drop the file that
has the transactions

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Select
Rows

Select the rows
you want to import

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Select
Columns

Select the columns
you want to use

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Features That Matter

Companies

Connect unlimited QuickBooks
Online companies with one user account

Bills

Bulk import and delete.
Easily handles multi-line bill details.

Invoices

Bulk import and delete.
Easily handles multi-line invoice details

Journal
Entries

Bulk import and delete.
Easily handles multiple entries

Chart of
Accounts

Bulk import and delete.
Easily handles nested accounts

Checks

Bulk import and delete.
Easily create expense lines.

Vendors

Bulk import and deactivate.
Onboard vendors quickly.

Select
Row

Select the rows you want.
No need to make another file.

Select
Sheet

Select worksheet from
multiple worksheets in your file

Inline
Edit

Edit cells directly in app.
No need to edit your file separately.

Account
#s

Use account #s or names for
bills, checks, and journal entries

Data
Integrity

Requires exact name match. Will not
auto-create new names in your QuickBooks.

Zero to Full Speed in Minutes

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Quick
Setup

Use our templates with examples

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Easy
to use

Be happy

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Intuitive
Interface

Free up your time

Flexible Plans

Free

$0
USD / month

No credit card required

  • 100 bill imports
  • 100 bill deletes
  • 100 invoice imports
  • 100 invoice deletes
  • 100 journal entry imports
  • 100 journal entry deletes
  • 100 check imports
  • 100 check deletes
  • 100 COA* account imports
  • 100 COA* account deletes
  • 100 vendor imports
  • 100 vendor deactivates
  • Unlimited QuickBooks Online companies
  • 1 KeeperTools user
  • Custom invoice numbers
  • Select Rows
  • Select Sheet
  • Inline Edit
  • Use Account #s or full name
  • Markup %
  • Cancel anytime

* Chart of Accounts

Growth

$5
USD / month
  • 5,000 bill imports
  • 5,000 bill deletes
  • 5,000 invoice imports
  • 5,000 invoice deletes
  • 5,000 journal entry imports
  • 5,000 journal entry deletes
  • 5,000 check imports
  • 5,000 check deletes
  • 5,000 COA* account imports
  • 5,000 COA* account deletes
  • 5,000 vendor imports
  • 5,000 vendor deactivates
  • Unlimited QuickBooks Online companies
  • 1 KeeperTools user
  • Custom invoice numbers
  • Select Rows
  • Select Sheet
  • Inline Edit
  • Use Account #s or full name
  • Markup %
  • Cancel anytime

* Chart of Accounts

Enterprise

$10
USD / month
  • 10,000 bill imports
  • 10,000 bill deletes
  • 10,000 invoice imports
  • 10,000 invoice deletes
  • 10,000 journal entry imports
  • 10,000 journal entry deletes
  • 10,000 check imports
  • 10,000 check deletes
  • 10,000 COA* account imports
  • 10,000 COA* account deletes
  • 10,000 vendor imports
  • 10,000 vendor deactivates
  • Unlimited QuickBooks Online companies
  • 1 KeeperTools user
  • Custom invoice numbers
  • Select Rows
  • Select Sheet
  • Inline Edit
  • Use Account #s or full name
  • Markup %
  • Cancel anytime

* Chart of Accounts

Contact Us

We'd love to hear from you

FAQs

Bills

Here's an example. For account category, you can use either account name or account number. Log in to download a full template.

Vendor Terms Bill Date Due Date Category Description Amount ...
Staples Net 30 2024-01-01 2024-01-31 Supplies:Office Supplies Markers $9.99 ...
Office Depot Net 30 2024-01-01 2024-01-31 267891 Paper $19.99 ...

Here's an example. Add the additional lines immediately beneath the main line. Leave the vendor name blank. This layout signifies that all the info belong to the same bill. Log in to download a full template.

Vendor Terms Bill Date Due Date Category Description Amount ...
ABC Utilities Net 30 2024-01-01 2024-01-31 Utilities: Electric Electricity $200.00 ...
Utilities:Gas Gas $100.00 ...

Here's an example. Add the additional lines immediately beneath the main line. Leave the vendor name blank. This layout signifies that all the info belong to the same bill. Log in to download a full template.

Vendor Terms Bill Date Due Date Product/Service QTY Amount ...
ABC Supplies Net 30 2024-01-01 2024-01-31 Connectors:Pins 2 $10.00 ...
Clothing:T-Shirts 10 $30.00 ...
Invoices

Here's an example. Log in to download a full template.

Customer Terms Invoice Date Due Date Product/Service Description Amount ...
Big Customer Inc. Net 30 2024-01-01 2024-01-31 Furniture:Tables Kitchen Table $100.00 ...

Here's an example. Add the additional lines immediately beneath the main line. Leave the customer name blank. This layout signifies that all the info belong to the same invoice. Log in to download a full template.

Customer Terms Invoice Date Due Date Product/Service Description Amount ...
Big Customer Inc. Net 30 2024-01-01 2024-01-31 Furniture:Tables Kitchen Table $100.00 ...
Services:Storage Small storage space $150.00 ...
Checks

Here's an example. For account category, you can use either account name or account number. Log in to download a full template.

Payee Bank Account Payment Date Check No. Category Description Amount ...
Staples Checking 2024-01-01 1001 Supplies:Office Supplies Markers $9.99 ...
Office Depot Chase 2024-01-01 1002 267891 Paper $19.99 ...

Here's an example. Add the additional lines immediately beneath the main line. Leave the payee name blank. This layout signifies that all the info belong to the same check. Log in to download a full template.

Payee Bank Account Payment Date Check No. Category Description Amount ...
ABC Utilities Checking 2024-01-01 1003 Utilities: Electric Electricity $200.00 ...
Utilities:Gas Gas $100.00 ...

Here's an example. Add the additional lines immediately beneath the main line. Leave the payee name blank. This layout signifies that all the info belong to the same check. Log in to download a full template.

Payee Bank Account Payment Date Check No. Product/Service QTY Amount ...
ABC Supplies Checking 2024-01-01 1004 Connectors:Pins 2 $10.00 ...
Clothing:T-Shirts 10 $30.00 ...
Journal Entries

Here's an example. To designate an account, you can use either account name or account number. Log in to download a full template.

Journal Date Journal No. Account Debits Credits Description Name ...
2024-03-04 1357 Depreciation Expense 100 Equipment ...
Accumulated Depreciation 100 Equipment ...
238693 200 Insurance ...
Cash 200 Insurance ...
2024-03-05 2468 Accounts Receivable (A/R) 200 Sales ...
Sales 200 Sales Cool Cars ...
Chart of Accounts

Here's an example. Log in to download a full template.

Account Type Detail Type Parent Account Name Account No.
Expense Utilities Internet 123456

Here's an example. Log in to download a full template.

Account Type Detail Type Parent Account Name Account No.
Expense Utilities Internet Cable 234567

Here's an example. Log in to download a full template.

Account Type Detail Type Parent Account Name Account No.
Expense Utilities Internet:Cable Comcast 345678

Here's an example. Lay out the accounts in order, from highest level to lowest level. Log in to download a full template.

Account Type Detail Type Parent Account Name Account No.
Expense Utilities Internet 123456
Expense Utilities Internet Cable 234567
Expense Utilities Internet:Cable Comcast 345678
Vendors

Here's an example. Log in to download a full template.

Company Name Vendor Display Name Title First Name Middle Name Last Name Suffix ...
Fast Cleaners Fast Cleaners Mr. Andy G Olson Jr. ...
Date Format

Excel: Any date format selected from Excel

Numbers: Any date format selected from Numbers

CSV: yyyy-mm-dd (e.g., 2014-01-23)