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Showing articles from Chart of Accounts tag

How to Import General Ledger Accounts on Transactions

**QUESTION** If importing a General Ledger Account on a transaction with Transaction Pro Importer, should the Account Name or the Account Number or both be used? **RESOLUTION** If using Account Numbers, the import data should include either the Account Name or Account Number but not both. If posting to a Sub-Accou…

Common Issues Importing Chart of Accounts into QuickBooks Online

COMMON ISSUE RESOLUTION Invalid Account Type * See this [article ][1]for valid Account Types Invalid Account SubType * See this [article ][1]for valid Account SubTypes (Detail Type). * Valid Account SubTypes depend on the Account Type. Wrong Currency Imports * Multi-currency not turned on in QuickBooks …

Account Import Fields for Transaction Pro Online

![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Account as a sub-account of another account, use format Account:Sub- Account Description Description N Alpha-numeric 100 AccountNumber Number N Alpha-numeric 2…

Import Accounts to QuickBooks Online with Transaction Pro Importer

**QUESTION** How is a Chart of Accounts (COA) imported into QuickBooks Online using Transaction Pro Importer? **RESOLUTION** When importing the COA into QuickBooks Online using Importer, the import file must contain at a minimum the Account Name, the Account Type, and the Account Sub Type. Please access [THIS ][1]…

QuickBooks Online Chart of Accounts Import - Valid Account Type Values

When importing a Chart of Accounts into QuickBooks Online using Transaction Pro Importer, the types listed below are the only valid Account and Sub- Account (Detail) types currently available to be used with Importer. **NOTE**: There are no spaces between the words for the Account Types or Sub-Account Types. _**Vali…

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