- Mark as New
- Bookmark
- Subscribe
- Permalink
- Email to a Friend
- Report Inappropriate Content
Other Questions
You need an importer tool to import some transaction types (e.g Bill Payment, Receive Payments)
https://transactionpro.grsm.io/qbo
The template should be like these
Bill Payments
RefNumber | APAccount | Vendor | TxnDate | Bank or CC Account | PrivateNote | Currency | ExchangeRate | ToBePrinted | BillApplyTo | LineAmount |
2001 | Staples | 01/11/2020 | Checking | Bill Payment | N | 101 | 375,53 | |||
3454 | Green's Taxi Service | 01/11/2020 | Checking | Bill Payment | N | 185 | 125,13 | |||
321901 | Federal Express | 01/11/2020 | Checking | Bill Payment | N | 201 | 264,07 |
Receive Paayments
RefNumber | TxnDate | PaymentRefNumber | Customer | PaymentMethod | DepositToAccount | InvoiceApplyTo | LineAmount | PrivateNote | Currency | ExchangeRate |
1 | 28/11/2020 | 50245 | Janice Johnson | Check | Checking | 101 | 100,00 | |||
2 | 28/11/2020 | 4908 | Leonard Walker Inc | Check | Checking | 102 | 138,78 | |||
3 | 28/11/2020 | 4908 | Lisa Smith | Check | Checking | 103 | 126,50 |