No error, the transactions simply appeared with the customer's name. It didn't look like I could attribute it to a Project without changing the name to the Proj...
Yes, it looks like my issue is that I had the categories in my Chart of Accounts (from my previous software) but not under Products & Services. So nothing was p...
No, I meant that I had accidentally double-posted here. I still have the same issue -- can't find a way to import the .CSV transactions into QB for Mac.
I'm not getting a QBO file, I'm downloading a .CSV of the transactions. I can't find a way to import that .CSV file into QB (even though Help files say I can).