This guide is designed to help you move your data from Tire Base into QuickBooks Online (QBO) efficiently. Because Tire Base provides a comprehensive "Transaction Report" containing sales, inventory, and payments all in one place, a little preparation goes a long way.
QuickBooks works best when you upload specific types of data (like just Invoices or just Customers) rather than one giant mixed file.
Download the Report: Export your Transaction Report from Tire Base as a CSV file.
The "Filter" Method (Important): Since your report contains many types of data, open the file in Excel or Google Sheets:
Highlight the top row (headers).
Select Data > Filter.
Use the "Transaction Type" column to select only what you want to upload right now (e.g., select only "Invoices").
Copy those rows into a new spreadsheet and save it as a separate CSV (e.g., Sales_Oct_24.csv).
Once you have your filtered file ready, follow these steps:
Log in to QBO: Click the Settings (Gear icon ⚙️) in the top right corner.
Select Import Data: Under the Tools column, click Import Data.
Choose Your Category: Select the tile that matches your filtered file:
Invoices: For your daily or weekly sales transactions.
Customers: For your client list.
Products and Services: For inventory updates.
Upload: Click Browse, select your filtered CSV file, and click Next.
Map the Fields: QBO will ask you to match its fields to your Tire Base columns.
Example: Match "Amount" to "Total Price" and "Customer" to "Client Name."
Review & Complete: Preview the data to ensure dates and decimals look correct, then click Import.
To keep your Profit & Loss and Balance Sheets accurate, we recommend following this frequency for your uploads:
| Data Type | Frequency | Why it matters |
| Sales & Deposits | Daily | Keeps your cash flow accurate and matches your bank feed. |
| Purchases & Bills (AP) | Weekly | Tracks what you owe to tire distributors and parts vendors. |
| Inventory Valuation | Monthly | Adjusts your Balance Sheet to reflect the stock physically on your racks. |
| AR Aging | Monthly | Helps you identify which customers still owe you money before month-end. |
Watch the Dates: Ensure your Tire Base date format matches QuickBooks (usually
MM/DD/YYYY). If the format is wrong, QBO will reject the upload.
Avoid Duplicates: If you have already synced your bank account to QBO, be careful when importing "Deposits." You’ll want to Match the imported transaction to the bank entry rather than creating a new one.
Start Small: If you are new to this, try importing just one day’s worth of data first. Once you see it lands in the right place in your QBO reports, proceed with weekly or monthly batches.
Inventory Adjustments: Since Tire Base tracks live inventory, use the "Products and Services" import once a month to "overwrite" your quantities in QuickBooks so your assets stay in sync.