**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** 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** What are some helpful tips to know when importing Bills into QuickBooks Online (QBO) with Transaction Pro Importer? **RESOLUTION** Below are some helpful tips to keep in mind regarding the most common issues that occur when importing Bills into QBO with Importer. * When importing a Bill, ...
**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** Is there a way to import both the Item Receipt and the Vendor Bill at the same time? **RESOLUTION** Yes, both transactions can be imported at the same time into QuickBooks Desktop (QBDT) using Transaction Pro Importer by using the Import Type ITEM RECEIPT W/BILL. As an additional bonus, if ...
**QUESTION** How can Vendor Credits be applied to Bills or Bill Payments? **RESOLUTION** At this time, Transaction Pro Importer cannot apply Vendor Credits during an import. These will need to be matched manually in QuickBooks Desktop. ...
**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...
**MESSAGE** "Required parameter line is missing in the request" when importing Checks or Bills into QuickBooks Online (QBO). **RESOLUTION** If importing Checks or Bills into QBO, the data needs to be mapped to one of this two scenarios: * **Products and Services: **LineItem and LineAmount: Data must ...
**MESSAGE** "Invalid Account specified in the APAccount column" when importing Bills. **RESOLUTION** If using Account Names for the Expense Accounts in the import file, enter the General Ledger Account Name of the Accounts Payable account on the Transaction Pro Importer mapping screen in the Default Value c...