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Import a Trial Balance into Quickbooks Online

QUESTION

How can a Trial Balance be imported into QuickBooks Online (QBO) with Transaction Pro Importer?

RESOLUTION

The best way to import a Trial Balance into QBO is with the import type Journal Entry.

NOTE: Any line in the import file that posts to an AR or an AP Account must reference a name (Customer or Vendor), and that name must already exist in the QBO company file.

  • 218
  • 07-Jul-2019
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