Port
7min
Port is an Add-on that helps you with the following:
- Import New Transactions and Lists (Vendors, Customers, Accounts etc.) from Excel
- Extract the existing lists and transactions and update it
- Delete transactions
Port is available for QuickBooks Online Only.
The Bulk Import feature lets you easily import all transaction types and Master lists (Vendors, Customers, GL Accounts, Products/Services, Classes, and Locations) from the Excel sheet to your QuickBooks File. Here are the steps:
- Download the Template
- Prepare your Import file
- Upload the File
- Resolve the errors, if any, and Import
The Bulk update feature allows you to easily update or make changes to existing transactions or lists (Vendors, Customers, Accounts, Classes, Locations, etc.).
The Bulk Delete feature allows you to delete multiple transactions in one go.
Updated 14 May 2024
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