How do I select Group with Undeposited Funds when importing Sales Receipts to QuickBooks Online

QuickBooks Online > Intuit App Center - Transaction Pro Importer for QuickBooks Online
If you are importing receive payments or sales receipts using our Transaction Pro Importer and would like to use the QuickBooks Online function, Group with other Undeposited Funds, just provide the words Undeposited Funds as a default value next to the QuickBooks field, BankAccount.  See screen shot below.


Add Feedback
This doesn't seem to work. If I don't include the field in the csv then it fails saying that BankAccount is required. If I do include the field then it ignores the default value and just automatically creates a Bank Account with whatever was in the BankAccount field. Could you be more specific about what goes in the csv file and anything else necessary to make this work? You also mention "Deposit To Account", but I think you mean "BankAccount"?
Ian Wilson (March 27, 2016 at 2:56 PM)
Make sure that you have not turned on the Transaction Pro Importer option to enable account numbers. Then you should be able just to provide the info as depicted in the screen shot above.
Karen Magno (March 29, 2016 at 9:01 AM)

Add Feedback