Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowHi there, Esther17520.
When importing transactions on your register, there is a file format that QuickBooks Online (QBO) accepts. You can either use 3-column or 4-column.
As of now importing the details including the account customer description is not an option. In the meantime, what you can do is to add a note on the Memo field when reviewing and categorizing your data.
To know more about importing your transactions, see below articles:
If you need more help, let me know by commenting below. I'm always around to help. Have a nice day.
Utilize the trial period of TPImporter
https:// transactionpro.grsm.io/qbo
Prepare your Checks data with the following template
Bank Account | Payee | Transaction Date | RefNumber | Memo | Address Line1 | Address Line2 | Address Line3 | Address Line4 | Address City | Address State | Address PostalCode | Address Country | Vendor Acct No | Expenses Account | Expenses Amount | Expenses Memo | Expenses Class | Expenses Customer | Expenses Billable | Items Item | Items Qty | Items Description | Items Cost | Items Class | Items Customer | Unit of Measure | Items Billable | Currency | Exchange Rate |
Checking | Sunoco | 01/10/2020 | 100 | Monthly Gas | Sunoco | 1 Main Street | Newtown | NJ | 12345 | USA | Fuel | 25 | John's Car | ||||||||||||||||
Checking | Sunoco | 01/10/2020 | 100 | Monthly Gas | Sunoco | 1 Main Street | Newtown | NJ | 12345 | USA | Fuel | 50 | Karen's Car | ||||||||||||||||
Checking | Michael's Fine Cabinetry | 30/09/2020 | 101 | Unitel | 12 Smith Ave | Anywhere | NH | 22222 | USA | Cabinets | 10 | Cabinets | 150 | Baker, Chris:Family Room | Y |
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.