Importing and Exporting Data

I want to use the Standard invoice template for batch invoice imports, but QB keeps reverting back to the modernised template, how do I change the default permanently?

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1 month ago

sven2

Has anyone else had the issue where doing a import of stock removes all the classes from all your products?Tried it over and over and cant find a way around this

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moniquekrauseacc

How do I get the bank statements imported the Bank CSV is not Recognised by Quickbooks although all steps are taken to make it a valid CSV as per QuickBooks requirements?

CSV file does have the required columns (Date, description, amount), description column does not have any special caracters and the date is as specified and preferred by QuickBooks (dd/mm/yyyy).

athaliah-athlexa

Can anyone help me. Bank import keeps pulling 1970/01/01 as the date even though preview of import shows correct date.

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Roberta10

migrating from desktop to Online plus

Will be migrating to the Online Plus from my desktop.  1) I am being told that the Plus version does not have budgeting capability.  We run our Income/Expense report against a budget. But some of the online tutorials say yes for the Plus version.  Does the plus have budgets? and can you run reports against them? 2)  Does the plus version allow you to download a report to Excel? Because if no to the above will have to do a merge in Excel.

mosena910814-gma

How can switch from South African Quick Books to US Quick Books?

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anadia-rsms-co-z

I imported my bank statement but used an incorrrect date format. I need to elete all the transactions with incorrect date.

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leon-dekkerplumb

Hi, my bank account is having trouble syncing. It suddenly started bringing in old transactions with the new ones. It worked fine until 3 days ago. Please help?

Is there a way to reset? Any other suggestions?

Airworx-Racing

Can you import noninventory items in bulk

I've download the template but it keeps changing type to stock instead of noninventory

1231 4567 1524 487

Can one import from Payfast into QBO?

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MelD50

Importing Inventory items into QuickBooks Online Plus - Upload does not allow zero Quantity on Hand

I need to import my Inventory of 6000 line items into QuickBooks Online Plus, but the upload does not allow products with a Quantity on Hand = 0If I change the zero quantities to 0.00001 then the upload works, but then I have to manually adjust the quantities back to zero again afterwards. Any advice please?

MelD50

Preffered Supplier field not available when Importing Inventory

Preffered Supplier is a standard field when creating a new Inventory Item, but it is not available as a field when importing an Inventory list. Is there any other way to include it in the upload please? I'm loading about 6000 Inventory line items (loaded in smaller batches), so I really do not have time to go back and amend every record individually afterwards.

info-hlp-constru

I am trying to logon my RSA QBO account from another device, once I put my details in it shows access denied. Has anyone had this issue before and how can I resolve this?

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vanstaaden-live-

Hi, our FNB business account stopped synching to QBO. How to fix this? This seems to be a recurng issue

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amevans786-gmail

I want to know if the "WooCommerce Connector by Intuit" can sync prices from QBO to woocommerce instead of just stock levels?

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Crispair

Quickbooks Pro 2014 Desktop Browser not recognised

Good DayIm trying to migrate from desktop pro 2014 to online, but when i select export company file the following pops up -for security, Intuit does not support this browser or version I have the latest version of firefox installed, can someone help please

dm-lynxsa-com

Does anyone know when the issue with importing bank transaction from FNB is going to be resolved?

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1231 4567 1524 487

Converting from Desktop to online. who is doing it at present and are they quicker than 2 weeks?

i wish to import inventory for a client. sub items not working and the type is an issue

Leoni IEC

I need to import about 100 purchase orders.

We are moving over from Desktop to Online QB.  Please help with the excel csv format to import purchase orders. Have about 100 to import.

yusuf-ariva-org-

Can anyone tell me how to transfer my desktop quickbooks to online quickbooks?

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candice-fp-gmail

I can't upload my csv document. I definitely have the 3 required columns and have formatted the file correctly, why?

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craig-cloudbusin

I have 800 transactions to import i have a csv format i also changed certain format but after all Qb shows there are no transactions to be imported?

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Capstone-33

Importing Products - Tax Rate failed to update Product record.

Hi there QBOL SA,So, I'm new the the product, but am an I.T. guy and have worked with other Accounting packages.I've experienced a 'alleged' problem with the Import of Products using an .xls file as source data.Using the QB supplied sample layout, I flagged both 'Sales' and 'Purchases' Tax columns as "Standard" The 'Import' functioned without reporting errors.However, now when selecting a Product on an Invoice, the Tax column is blank and I have to select from the drop-down list.The solution is going to 'edit' the product and selecting "Standard (15%)" from the drop-down.   Then going back to New Invoice, selecting the edited product and the tax rate appears.QUESTION:  Why does the import not update the Product Tax rate?

Renz1

How do you move your quickbooks simple start online to quickbooks desktop?

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emasiderius-gmai

How do you migrate to online when you cannot open desktop app at all because it needs IE?

All the online advice starts with doing something in your current desktop program, but it doesn't open at all anymore (requires Internet Explorer)