A company exports a report to Excel. A sister company wants that data in QuickBooks Online. What should the sister company do with this report?

• A. Copy and paste the data
• B. Import it
• C. Re-export as CSV
• D. Request access

Answer: (B)

The key idea is transferring external data into QuickBooks Online by using its import capability. Since the sister company already has the data in an Excel file, the right approach is to format that data to align with QuickBooks Online’s fields and use the Import Data feature to bring it into the system. This method creates proper records in QuickBooks (like customers, vendors, items, or transactions) and ensures the data is structured correctly for reporting and accounting.

Copying and pasting the data is manual and error-prone, and it won’t reliably create valid QuickBooks records. Re-exporting as CSV doesn’t load anything into QuickBooks by itself—you still need to import it. Requesting access concerns permissions rather than how to load the data into QuickBooks Online.