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elisabethmadeja5
Level 1

Does QB Online not support directly importing sale transactions from a CSV? The instructions are directing me to a third party app Transaction Pro Importer. Needed?

Implementing new website and I know QB online already is pulling info from our linked bank account. But wanting to import the sale, discount and refund transactions need to be imported from MC Professional website into QB Online. The article states that this importer app is still needed but wanting to confirm as it's an additional cost.
2 Comments 2
Fiat Lux - ASIA
Level 15

Does QB Online not support directly importing sale transactions from a CSV? The instructions are directing me to a third party app Transaction Pro Importer. Needed?

I noticed the app doesn't support QBO. You can use an importer tool

https://get.transactionpro.com/qbo

 

JoesemM
Moderator

Does QB Online not support directly importing sale transactions from a CSV? The instructions are directing me to a third party app Transaction Pro Importer. Needed?

Good day, @elisabethmadeja5. I appreciate your interest in importing sales transactions from a CSV file. Let me provide you with some insights about the types of transactions you can import using a CSV in QuickBooks Online.

 

Currently, QuickBooks Online does not support direct importing of sales transactions such as discount and refund transactions using a CSV file. However, as a workaround, you can explore third-party applications that enable you to upload your expense receipts. These applications may provide the functionality you are looking for.

 

To check for apps compatible with QBO:

 

  1. Go to Apps.
  2. Click Finds Apps.
  3. Type "Importer tool" in the Search for an app field.
  4. If you have found the app you're looking for, just click Get App Now.

 

To view a wide range of options, use specific keywords to narrow down the search. You can check the reviews from other customers to help you decide which app suits your business type and needs.

 

On the other hand, you can import a list of your products and services from Excel, CSV, or Google Sheets to QuickBooks Online. For more details, see this article: Import products and services into QuickBooks Online. It contains tips on how you can import your Income and Expense account.

 

You can get directly in touch with me if you have additional questions about importing sales transactions in QuickBooks Online. I'd be more than willing to lend you a hand. Take good care.

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