LIMITED TIME 90% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
atarsio23-gmail-
Level 1

How to import Transactions into a project

Apparently QB has decided to make this impossible as well.  Anyone able to help
4 Comments 4
Fiat Lux - ASIA
Level 15

How to import Transactions into a project

You cannot import transactions directly into the project. You have to register it manually. If you need to convert data from another program/app, consider purchasing a third-party conversion service to do so.

atarsio23-gmail-
Level 1

How to import Transactions into a project

This is the absolute dumbest and sh*ttiest thing that QB could possibly ever do. But I’m willing to bet you’re clueless like every customer service rep I have encountered in my dealings with QB.  Every rep has been wrong on everything and I have had to figure it out myself. 

Fiat Lux - ASIA
Level 15

How to import Transactions into a project

Afaik, we cannot import transactions into projects in QBO or other accounting applications in the same class as QBO. Projects (and inventory management) offer only limited functionality. If you need more features, having a third party app (e.g project management app) is the answer.

MariaSoledadG
QuickBooks Team

How to import Transactions into a project

I can see how importing transactions into the Project's feature is useful for your business, atarsio23.

 

You can always let our product team know by sending a request. To do this, you can go to our Customer Feedback page, then click the Give feedback option to enter feedback. I've added this screenshot for your guide:

 

 

In the meantime, you'll want to enter your transactions one at a time. Also, QuickBooks downloads automatically the latest transactions once you connect your bank and credit card accounts. To know more on how to add and match them, I've got this article that will show you more details on how you'll have to do it: Categorize And Match Online Bank Transactions In QuickBooks Online.

 

Please get back to us if you have any questions about your transactions. Anyway, please don't forget that we're always right here making sure we get you covered. 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us