**QUESTION** What is the best import type to use to import expenses into QuickBooks Online (QBO)? **RESOLUTION** Often times, users will have an Excel listing of expenses to import into QBO but are unsure as to which import type to select. Below are the different import types to consider selecting and h...
**MESSAGE** "Transactions must have at least one line item - Make sure an account or item is specified on at least one transaction line" **RESOLUTION** For the transaction types listed below, QuickBooks gives the option of using either Expense Accounts or Items on the transaction. * Bills * Checks ...
**QUESTION** If the multi-line transactions are in columns instead of rows when importing Bills or Checks into QuickBooks Desktop (QBDT), how can the transaction be imported with Transaction Pro Importer? **RESOLUTION** Importer has the option to import Bills and Checks as columns. These options are found o...
**QUESTION** What is the best import type to use to import expenses into QuickBooks Desktop (QBDT)? **RESOLUTION** Often times, users will have an Excel listing of expenses to import into QBDT but are unsure as to which import type to select. Below are the different import types to consider selecting an...
**QUESTION** Is there a way to set only certain Checks as "To Be Printed" when importing a batch of Checks? **RESOLUTION** When importing Checks with Transaction Pro Importer into QuickBooks Online (QBO), there is a field entitled ToBePrinted as part of a Check import map. The valid options are NotSet, Need...
**QUESTION** Is there a way to set only certain Checks as "To Be Printed" when importing a batch of checks? **RESOLUTION** When importing with Transaction Pro Importer into QuickBooks Desktop (QBDT), a mix of Checks to be printed and not to be printed cannot be imported. Two separate imports must occur, one...
**QUESTION** Can Checks be made payable to names other than Vendors during import? **RESOLUTION** When importing into QuickBooks Desktop (QBDT) with Transaction Pro Importer, Check transactions can be made payable to Customers, Employees, Other Names, as well as Vendors. When importing Checks, map the c...
Some of the most common uses for a Check import are listed below: * Importing Payroll Data after each payroll * Importing Checks from an external commission system that need to be printed * Importing monthly or daily activity from another account system Below are some Tips and Tricks when creating the import...
**MESSAGE** "Target is not Reimbursable" **RESOLUTION** This message appears because in Transaction Pro Importer, the Bill import or the Check import has either the field Expenses Billable or Items Billable marked as Y. However, a value is not mapped to Expenses Customer or Items Customer. If a transaction ...
**MESSAGE** "Duplicate Document Number Error : You must specify a different number. This number has already been used." **RESOLUTION** The message appears because a transaction already exists in QuickBooks Online (QBO) with this number. In order to allow QBO to use duplicate numbers, the following chang...