You’ve just started using Rho to automate your finance stack and you are now looking to transfer all your data and transactions into Quickbooks Desktop.
First Step: Download Rho data in a CSV format
Before we start, we’ll need to download your data. This is as easy as clicking Export CSV, selecting a date range, and any additional attributes (columns) you want represented in your CSV.
The Export CSV option is available on the Rho web app wherever relevant. Once you’ve made your selections, you will receive a local copy of the data.
Once you've downloaded your Rho data, there are two ways to transfer all your data and transactions into Quickbooks Desktop.
- Use Quickbooks Desktop’s Batch Import Transaction process.
- Leverage a Quickbooks Desktop file formatting tool.
Option 1: Batch Import Transaction (recommended)
This is the import process most commonly used by Rho customers. It involves priming Quickbooks Desktop to accept a bulk invoice upload and copying & pasting directly from the Rho CSV exports we created in the previous step into Quickbooks Desktop.
For a detailed how-to, visit the official Quickbooks Help Center article.
Option 2: Modify data to fit Quickbooks Desktop’s desired format
Quickbooks Desktop requires a specific file format to ingest data into its system. There are quite a few low-cost, low-effort software options that can help get your Rho CSV into the correct format. Here are a few Rho customers commonly use: