cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Find out how to upgrade your subscription, manage your password, view account fees, request a refund, and much more on our account management page.
Created with Sketch. If you're experiencing a bank error, check our Bank Feed Status page before you call support.
Created with Sketch. Visit this page to subscribe to QuickBooks Status notifications.
Christine31
Level 1

Why won't the Class code import? I'm trying to manually import a report from Expensify. Expensify is synced with our QB online company so the CSV file should be correct

 
3 Comments 3
Nick K
QuickBooks Team

Why won't the Class code import? I'm trying to manually import a report from Expensify. Expensify is synced with our QB online company so the CSV file should be correct

Hi Christine31, 

 

Importing information into your QuickBooks Online account is a great way to save time and not have to enter everything all over again. I can help go over how to import into your account.

 

One of the best things about QuickBooks Online is how easy it is to import information and how much you can move over. However, at this time, the option to import classes isn't available. One workaround, would be manually assigning classes when they're imported or you can consider checking out third party applications which will help import the invoices with classes. To do this, visit the QuickBooks App Center through this link https://apps.intuit.com/.

 

This link also goes over more about what you can import into your QuickBooks online account: https://quickbooks.intuit.com/learn-support/en-ca/getting-started/common-questions-about-importing-d...

 

Have a great weekend!

 

 

Fiat Lux - ASIA
Level 15

Why won't the Class code import? I'm trying to manually import a report from Expensify. Expensify is synced with our QB online company so the CSV file should be correct

Explore the trial period of another expense management app to compare.

https://timesolv.idevaffiliate.com/222.html

 

Another option, utilize a 3rd party migration tool to insert the Class data.

https://transactionpro.grsm.io/qbo

 

Christine31
Level 1

Why won't the Class code import? I'm trying to manually import a report from Expensify. Expensify is synced with our QB online company so the CSV file should be correct

Expensify tells me you're wrong.  We're already using Expensify - it was chosen for the integration capabilities, so we won't be switching now.  We need to make it work without paying yet another software fee.

Need to get in touch?

Contact us