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Level 1

Importing Web Connect data to categorize as items instead of as expense

Is there a way to import Web Connect (.QBO) credit card transactions so they it automatically creates an "item" instead of importing the information into the "expense" tab of the transaction?

 

Additionally, is there a way to batch change transactions that currently exist as an expense so that they can be converted into items without having to manually change each transaction?


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Thanks

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QuickBooks Team

Importing Web Connect data to categorize as items instead of as expense

Greetings, @EDGBuilders

 

I hope your day is going great so far. I'm here to provide you with some insight into your transaction that was imported by Web Connect. After looking into this issue further, I've discovered there isn't a way to change all the expenses to items at one time. However, you can manually change each transaction. I'll also send feedback to our Product Developers to consider this as a feature. They take each request seriously and try to make it easier for customers to navigate through the product. Here are two extra links that can provide you with some additional information about importing data:

If you have any other questions, feel free to ask. I'm always here to lend a helping hand. Enjoy the rest of your day! 

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