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Showing articles from General Ledger 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…

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]…

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