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user11623
Level 1
posted
‎August 19, 2020 02:02 AM
last updated ‎August 19, 2020 2:02 AM

I cant seem to match my quickbooks services and categories to Proworkflow categories? When I import my invoice from Proworkflow to QB it randomly selects categories

 
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1 Comment 1
AlcaeusF
Moderator
Moderator
‎August 19, 2020 03:13 AM

I cant seem to match my quickbooks services and categories to Proworkflow categories? When I import my invoice from Proworkflow to QB it randomly selects categories

Welcome to the Community, @user11623.

 

I can share what I know about importing data in QuickBooks Online.

 

Since the data is coming from the third-party app, I recommend contacting the Proworkflow dedicated support team. One of them will be able to check the issue concerning the imported transactions.

 

You can visit this link, then go to the Contact Us tab to get in touch with them: https://www.proworkflow.com/features/integrations/quick-books-online/.

 

Also, please make sure that the categories you're importing are available in QuickBooks for you to map the transactions.

 

I've attached an article about importing invoices manually, like the requirements and sample spreadsheet that you can follow to import successfully: Import multiple invoices at once.

 

Feel free to hit that Reply button if you have any other questions. Have a great day ahead.

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