Free for 14 days, no credit card required
Connect
QuickBooks
Choose the QuickBooks company you want to use
Drag & Drop
File
Drop the file that
has the transactions
Select
Rows
Select the rows
you want to import
Select
Columns
Select the columns
you want to use
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.
Quick
Setup
Use our templates with examples
Easy
to use
Be happy
Intuitive
Interface
Free up your time
Free
No credit card required
* Chart of Accounts
Growth
* Chart of Accounts
Enterprise
* Chart of Accounts
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 | ... |
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 | ... |
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 | ... |
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 | ... |
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 |
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. | ... |
Excel: Any date format selected from Excel
Numbers: Any date format selected from Numbers
CSV: yyyy-mm-dd (e.g., 2014-01-23)