Import QuickBooks Online data into ProFile

Table of contents:

Download the Excel template

1. Use this link to download a zipped copy of the templates (English and French).
2. Right-click the downloaded folder and select Extract All...
3. When prompted, select a location where you want to save the files and select Extract.

Back to top

Copy and paste the data into the template

1. Open the .csv file.
2. Select the description, debit, and credit data, but not the headings or totals.
3. Select Copy. The data copies to the clipboard.

Note: ProFile only accepts data imported from the Intuit template. Don't modify any parts of the template, including tab names or headers.

4. Open the downloaded Excel template.
5. Paste the copied data into the Excel template.

Back to top

Assign the GIFI codes

1. Assign a GIFI code to each line item. Select a cell in the GIFI Code column to use autocomplete and search by code number or description.

Note: Make sure every line has a GIFI code—even lines with a zero balance. ProFile won’t import the data without it.

2. Delete any empty rows. Accounts can't have any rows between them.

Note: To assign an account to a specific S125 copy in ProFile, enter the S125 copy number in the S125 Copy column.

3. If multiple copies of S125 are created in the ProFile file, the codes 7000 to 7020 and 9975 to 9995 will always import to S140. This is true even if only one copy of S125 has been specified in the Excel sheet.

Back to top

Import the data into ProFile

1. Before importing into ProFile, double-check the data using the Summary sheet. The Summary sheet shows what ProFile will import.
2. In ProFile, select the Import... option from the File dropdown menu in the toolbar.

3. Select the .xsls file and then Open.

The QBOTB ProFile import is finished.

Back to top