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How to Import General Ledger Accounts on Transactions
QUESTION If importing a General Ledger Account on a transaction with Rightworks 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…
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 Kn…
