Question
Bulk importing transactions via csv
Long story short, I am trying to create a clean set of books for 2021. This is for financial purposes only and I am on a cash basis, so I don't need the invoices themselves.
I need to import my bank activity, as well as two credit cards
Being that I am going to be keeping it simple, I will have as few accounts as possible (income, draws, costs of good sold, payroll, expenses and maybe a liability payment for purchased vehicles).
I am looking at about 4000 transactions total, is there a way for me to write in the csv file which each category each account goes to, that way I can import it directly without having to manually select it?
If it makes a difference, I am running quickbooks 2021 accountant edition.
Thank you