Import CSV & Excel
into QuickBooks Online.
Import CSV and Excel files into QuickBooks Online. Every record is checked against your company and shown as QuickBooks will see it, before anything is written.
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Nothing wrong
reaches your books.
Akika reads the whole file and checks it against your company first. Each record is shown as QuickBooks will see it, and nothing is written until you approve the plan.
Dates, read your way
The date format is taken from your file, not a global setting. A date that could be read two ways is asked about, not guessed.
Amounts that add up
Quantities times rates are checked against line amounts, and lines against totals. A record that doesn’t add up waits for you.
Names you recognize
Customers, vendors, products and accounts are matched to your company. A new one is created only when you say so.
Nothing twice
Document numbers already in QuickBooks are flagged, and so are bank and card statement lines already on the account.
Balances and settings
Payments are checked against open balances across the whole file, and records against settings such as sales tax and multicurrency.
One last look
Right before writing, a live preflight checks your company again, so a change made since you reviewed is caught.
An importer that writes first and reports later can turn dates read the wrong way round, or missing quantities, into $0 invoices dated years ahead, and still call the import a success. Akika stops those at review, before they are in your books.
Less retyping.
More reviewing.
Bring in the file you already have. Akika turns its rows into a reviewable import, so you can see what’s ready and what needs a decision.
Work with your spreadsheet
Upload a CSV or Excel workbook, or paste rows. Review suggested column matches and edit the data before it reaches QuickBooks.
Check against your company
Match customers, products, accounts, and other references. Live checks look for duplicate numbers and company settings that affect the import.
Keep the result close
Save preparation as a draft. Every import keeps its result in Import history, and can be undone from there.
Your next import.
Clear from the start.
-
01
Bring your file
Choose the record type, then upload a CSV or Excel file, or paste your rows.
-
02
Review your records
Match columns and references. Resolve findings, check the import plan, and run the live company checks.
-
03
Import & keep the history
Approve the import. Review each record’s result and return to the saved summary whenever you need it.
It’s more than invoices.
Sales
Invoices, recurring invoice templates, sales receipts, credit memos, estimates, refund receipts. Invoices can carry a payment in the same row, and be emailed once you confirm.
Purchases
Bills, vendor credits, purchase orders, checks, expenses, credit card charges, credit card credits.
Payments
Receive payments, bill payments, credit card payments.
Banking
Bank and credit card statements, with lines already on the account flagged. Deposits and transfers.
Accounting
Journal entries, trial balances, general ledgers, budgets, inventory adjustments.
Attachments
Receipts, contracts and other files attached to documents already in QuickBooks. Files go straight to QuickBooks; Akika doesn’t keep them.
People & products
Customers, vendors, products and services, employees.
Organization & time
Accounts, classes, locations, terms, time activities.
Changes to what’s there
Update documents by their numbers and list records field by field, or delete documents in bulk. Each change can be undone.
Undo that leaves
nothing behind.
Every import keeps its result, and undo works from it. It takes back what the import did, not just part of it.
Created records are deleted
Even if someone edited them after the import. New customers, vendors and products are made inactive if nothing uses them, since QuickBooks keeps list records rather than deleting them.
Updated records get their old values back
The values an import replaced are saved first, so undo puts them back. Documents deleted in bulk come back with the same number, date and lines.
Exceptions are named, not skipped
A document something else now depends on, such as an invoice a payment was later applied to, is left alone and listed in the result. An email sent after import can’t be taken back.
And a way back for everything else
Backup & Restore keeps point-in-time copies of your company, so supported records can go back to an earlier point, imported or not.
Before you
get started.
Need a more specific answer?
Talk to our team.
How do I import Excel or CSV files into QuickBooks Online?
Open Akika Import, choose a record type, and upload a CSV or Excel file. Review column matches, edit records, resolve reference and validation findings, and approve the import after the live QuickBooks checks.
What does Akika check before it writes anything?
The whole file, against your company: dates in your file’s own format, amounts that add up, names matched to your records, document numbers and statement lines already in QuickBooks, open balances for payments, and company settings such as sales tax. A live preflight checks again right before writing. See what is checked.
Can the same bank line be imported twice?
Not without you knowing. Bank and card statement lines are compared with the transactions already on the account (same amount, dates a few days apart) and with the rest of the file. A match is shown on the line, and you leave it out or keep it.
Which records can I import?
Akika supports 35 import types across sales, purchases, payments, banking, accounting, attachments, people, products, organization, and time. See the supported record types. Each import uses one type; not every QuickBooks field is importable.
Does Import work with a live production company?
Yes. Connected import supports production and sandbox QuickBooks Online companies, using their home currency or supported foreign currencies. The connected company is shown in the importer so you can confirm the destination.
Can I update existing customers or vendors?
Supported list imports can match and update existing records. Review the proposed changes before importing. New and updated records are tracked in the saved import result.
Can I undo an import?
Yes, from the import’s saved result. Undo deletes the records the import created, even if they were edited since, and puts back the values it replaced on updated records. A document something else now depends on, such as an invoice with a payment applied after the import, is left alone and listed. See how import undo works.
What happens when I reopen a saved draft?
The draft opens with your saved preparation, then refreshes company data in the background to re-evaluate it. Review any new findings and complete the live checks before importing.
Does importing send invoices to customers?
Not on its own: an import writes records and emails no one. If you mark invoices to be emailed after import, the saved result lists them with their addresses, and QuickBooks sends them only when you confirm. An email can’t be taken back, and undo doesn’t unsend it.
Bring your next file.
A clearer path from spreadsheet to QuickBooks.
