Hi there, jeremy. I'm here to guide you on how to import transactions from Stessa to QuickBooks Online (QBO) in a more efficient and time-saving way.
Instead of manually uploading transactions one by one, I suggest using a third-party application to convert the exported file into a format that QBO can import.
There are many third-party applications that you can integrate with QBO, each with its own unique features designed for specific customer needs. Let me guide you on how you can search for an app that will suit your needs. Here's how:
- In your QBO account, go to Apps.
- Select Find apps.
- Type in keywords in the search bar or choose Browse categories.
In case you need to disconnect an app, I'm adding a helpful article on how to transfer app ownership or disconnect apps in QBO.
Additionally, you may also find this reference article on categorizing transactions in QBO useful: Categorize online bank transactions in QuickBooks Online.
If you have any further concerns about importing transactions in QBO, feel free to reach out to us in the Community. We are always here to assist you. Take care.
