How to Import transactions into QuickBooks Online using Microsoft One Drive Link

OneDrive

If you are going to , you need to prepare you file to upload it first. Business Importer provides several options you can import your file into QuickBooks Online in a fast and easy way.

There are 3 ways you can import your transactions into QuickBooks Online, using Business Importer: upload your Excel file (for example, import invoices into QuickBooks Online), upload your file which is stored at Google Drive (using just a link), and upload your file which is stored at Microsoft One Drive (using just a link). Read how to import transactions into QuickBooks Online, using just a Microsoft One Drive link.

To import your file into QuickBooks Online that is stored at Microsoft One Drive, please, follow 6 simple steps

  1. Prepare you file in Microsoft One Drive. Create a shareable link there. Go to Share – Get a link – and Copy the link. shareable link
  2. Go to Business Importer. Go to the Import tab. Insert your link into the Enter url field. Click on the Next button. 4
  3. Select your Sheet containing transactions/entities you are going to import into QuickBooks Online, using Business Importer. Click on the Next button. 5
  4. Create Mapping. Choose the company you are going to import transactions to. Select transaction/entity type. Connect the columns of your file to the columns in QuickBooks Online. Use Mapping Helper to map your columns in a right way. Click on the Next button. 6
  5. Preview your transactions list. Make adjustments if necessary. Click on the Next button. 7
  6. Check out your import results in the Imports History tab, or check your e-mail. 8

Business Importer is available on the Intuit app center. Download it here! Free 14 days trial.

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-36-44 or write to support@cloudbusinessltd.com.

 

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