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Showing articles from Accounts tag

Import Accounts Instead of Items on Sales Transactions into QuickBooks Online

**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.…

Do Not Add Options in Transaction Pro Importer for QuickBooks Desktop

**QUESTION** Is there a way to stop Transaction Pro Importer from setting up new Customers in QuickBooks Desktop (QBDT) during import? **RESOLUTION** Yes, there are options in Transaction Pro Importer to prevent new list items (Accounts, Customers, Employees, Items, and Vendors) during import. These options can be …

Import Accounts Instead of Items on Sales Transactions

**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 Desktop (QBDT) with Transaction Pro Importer? **RESOLUTION** In QBDT, Intuit does not allow a GL Account to be used on sales transactions. Inst…

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…

Do Not Auto-Create List Items when Importing

**QUESTION** Is there an Option to control as to whether or not list items are auto-created when importing into QuickBooks Online using Transaction Pro Importer? **RESOLUTION** Yes, Importer has the Options available to tell QuickBooks Online to not auto- create list items during an import. The list items include: …

General Ledger Account Formatting

**QUESTION** How do General Ledger Accounts need to be formatted in the import file when using Transaction Pro Importer with QuickBooks Online? **RESOLUTION** If Accounts are used in the import file, only the Account Name or the Account Number should be used, never both. If using Account Numbers, only the lowest S…

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]…

Account Does Not Exist on Journal Entry Import in Transaction Pro Importer

**MESSAGE** When importing Journal Entries into QuickBooks Desktop (QBDT) with Transaction Pro Importer and using Account Numbers, it says the Account does not exist even though it does. **RESOLUTION** Currently, there is an issue with using Account Numbers on Journal Entries with Importer Version 7.04. Please dow…

Import Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Desktop

**QUESTION** If importing Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Desktop (QBDT) using Transaction Pro Importer, how do they need to be formatted? **RESOLUTION** **Format for Customers** If the Customer import file contains Sub-Customers or Jobs, both the main Customer and th…

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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