QuickBooks Online: Trial balance Import


To import a Trial Balance from QuickBooks Online simply;


  1. Select QBO as the import source 


2. Type in your QuickBooks login details



3. Click Authorize


4. Select the appropriate options and then press Continue to TB Import

a) Select which period you would like to import the trial balance for. 

b) If you already have an A/S applied then you will have the choice to override the Current File's accounting structure select the tick-box.  



5. Once the trial balance has been imported select the appropriate button. 




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