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Showing articles from Sub-levels tag

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 Rightworks 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 Custome…

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

QUESTION If importing Sub-Levels for Customers, Vendors, Classes, Products and Services, or Accounts into QuickBooks Online using Rightworks Transaction Pro Importer, how do they need to be formatted? RESOLUTION Format for Customers If the Customer import file contains Sub-Customers, both the main Custome…

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