How to Import Product Service to QuickBooks Online (2026 Guide)
After converting your data with one of our tools, follow these steps to import the product service into QuickBooks Online.
Import Steps
Set up required accounts first
Before importing products and services, ensure the necessary accounts exist in your Chart of Accounts. For inventory items, you need an Income Account (e.g., 'Sales of Product Income'), an Expense Account (e.g., 'Cost of Goods Sold'), and an Inventory Asset Account (e.g., 'Inventory Asset'). Go to Settings > Chart of Accounts to verify or create these accounts.
Prepare your product/service CSV file
Create a CSV file with the required columns: Name and Type. The Name must be unique for each item. The Type must be one of: Inventory, Non-inventory, Service, or Bundle. Add optional columns like Sales Description, Sales Price/Rate, Income Account, SKU, and Category. For inventory items, include Quantity On Hand and As Of Date.
Open the Import Data tool
Click the Settings gear icon in the upper-right corner of QuickBooks Online. Under the Tools column, select 'Import Data'. On the Import Data page, click 'Products and Services' to start the product import workflow.
Upload your CSV file
Click Browse to locate your prepared CSV file. Select the file and click Open. QuickBooks reads the file and validates its basic structure. If the file format is accepted, you will proceed to the mapping step. QuickBooks supports both CSV (.csv) and Excel (.xlsx) files.
Map columns to QuickBooks fields
QuickBooks displays a mapping screen showing your CSV columns paired with QBO product fields. Auto-matched fields show a green checkmark. Verify that Name, Type, Sales Price/Rate, and Income Account are mapped correctly. For inventory items, also check that Quantity On Hand, As Of Date, Expense Account, and Inventory Asset Account are mapped.
Review and correct errors
Click Next to see a preview of the items to be imported. QuickBooks flags any rows with problems, such as duplicate item names, missing required fields, or account names that do not match existing accounts in QBO. Fix issues in your CSV and re-upload, or correct them on-screen if the option is available.
Complete the import and verify
Click Import to finalize. QuickBooks shows how many products and services were successfully imported. Navigate to Sales > Products and Services to review the imported items. Check a few items to verify that names, types, prices, accounts, and inventory quantities are correct. For inventory items, confirm the Quantity On Hand and As Of Date are set properly.
Required QuickBooks Online Fields
| Field | Type | Description | Example |
|---|---|---|---|
| Name | Text | Item name (must be unique) | Example T-Shirt - Black / Medium |
| Type | Choice | Item type (Inventory requires Plus subscription) | Inventory |
QuickBooks Online requires these fields for successful import.
