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usersaylorsrest
January 24, 2021
Question

How do I import older checking itransactions after I have saved it to my computer?

  • January 24, 2021
  • 1 reply
  • 1 view
Where in QB do you go to do that?

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
January 24, 2021

Prepare the Checks data with the following template

RefNumberBankAccountVendorPrintOnCheckNameTxnDateLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteToBePrintedCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101CheckingJoe's Coffee 01/10/2020 12 Main StreetSuite 102  AlbanyNY12345  N  General SuppliesGeneral Supplies85.21           
102CheckingCostco 01/10/2020 PO Box 1000   DallasTX28456  N  General SuppliesGeneral Supplies125           
103CheckingProperty Mgmt Assoc 01/10/2020 PO Box 1800   AlbanyNY12345 Mar 2011 RentN  RentRent1000          

 

 

 

 

then utilize the trial period of an importer tool

https://transactionpro.grsm.io/qbo

 

Otherwise explore this converter app

https://www.moneythumb.com/?ref=110

 

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