You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Home > How to Import Using Transaction Pro Importer > Online Importer > Import Accounts Instead of Items on Sales Transactions into QuickBooks Online
Import Accounts Instead of Items on Sales Transactions into QuickBooks Online
print icon

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 with Transaction Pro Importer?

 

RESOLUTION

 

 

In QuickBooks Online, Intuit does not allow a GL Account to be used on sales transactions. Instead, QuickBooks Online 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. 

 

 

 

Feedback
0 out of 3 found this helpful

scroll to top icon