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Import Accounts Instead of Items on Sales Transactions into QBO

QUESTION

How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Online (QBO) with Transaction Pro Importer?

RESOLUTION

In QBO, Intuit does not allow a GL Account to be used on sales transactions. Instead, QBO requires a Product/Service Item to be used instead. The setup of the Product/Service Item determines to what GL Account the transaction will post.

If the import file contains GL Accounts for the detail lines of the sales transactions, a workaround is to setup Product/Service Items with the name that matches the GL Account. 

  • 295
  • 09-Sep-2019
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