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How to Import Transactions from Google Sheets into QuickBooks Online
Overview:
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Preparing the google sheets for import (also corporate account sheets)
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Importing the file
To import transactions into QuickBooks Online using a Google Sheets link follow these five simple steps:
Step 1: Open the Google Sheets file you want to import and click Publish to the Web in the File menu.
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Step 2: Permission to access file
1)Choose a particular Sheet (the default type of the document Webpage is appropriate);
2) Make sure you ticked Automatically republish option and unticked requirement to sign in with corporate account* option;
3) Click on Publish button;
4) Confirm your decision to publish it in the pop-up window initially purchase
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*If ‘Require viewers to sign in with their corporate name account’ option is ticked you will get ‘Unknown file store’ error when importing the file.
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Step 3: Copy the given link
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Step 4: Paste the link into the URL field in Step 1 of the Import in Business Importer. Press Next to proceed to the next step.
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Step 5: You will be redirected to mapping step directly. Select the Company Name and Entity here and do the Mapping. After that, scroll down and click Start Import.
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