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pschreiterer
Level 1

Import data from Money Pro

 
2 Comments 2
MaryLandT
Moderator

Import data from Money Pro

Hi there, pschreiterer,

 

Right now, there isn't a direct way of importing data from Money Pro to QuickBooks Online (QBO).

 

If those transactions are connected to your online banking, you can download them from your bank. Then, manually import them to QBO.

 

Let me show you how:

  1. Sign in to your financial institution's website.
  2. Follow your bank’s instructions on how to download transactions to your computer.
  3. In QuickBooks Online, go to the Banking menu, then select the Banking tab.
  4. Select the blue tile for the account you want to upload the transactions into.
  5. Click the small arrow ▼ icon by the Update button, then select File upload.
    fileupload.PNG
  6. Click Browse and select the file you downloaded from your bank, then select Next.
    uploadtransactions1.PNG
  7. From the QuickBooks account ▼ drop-down menu, select the account you want to upload the transactions into, then click Next.
    uploadtransactions2.PNG
  8. Follow the onscreen instructions to map fields, then click Next.
    uploadtransactions3.PNG
  9. When you’re ready, select Let's go.

You can also refer to Manually upload transactions into QuickBooks Online page for additional information and detailed steps.

 

After bringing in your transactions, you can categorize and add them to your register.

 

I also suggest getting in touch with Intuit Developer Team to get help syncing Money Pro with QuickBooks. It's a place where different developers and coders help each other with integrations and programming. 

 

Here's how to post question in their forum:

  1. Go to this link: https://developer.intuit.com/app/developer/homepage.
  2. Scroll-down, then click Contact us under the Intuit column.
  3. Select your subscription.
  4. Click Ask A Question.
  5. Sign in to your account, then follow on-screen instructions.

Let me know if you need additional information, and I'm always around to provide your needs.

Fiat Lux - ASIA
Level 15

Import data from Money Pro

@pschreiterer 

You can export the report out of Money Pro to get the CVS files, then utilize the importer tool to migrate the data into your QBO.

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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