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Sep 6, 2022 11:29 AM UTC
Question

How to import Transactions into a project

Apparently QB has decided to make this impossible as well.  Anyone able to help

4 replies

Fiat Lux - ASIA
Sep 6, 2022 11:39 AM UTC

You cannot import transactions directly into the project. You have to register it manually. If you need to convert data from another program/app, consider purchasing a third-party conversion service to do so.

Sep 6, 2022 11:44 AM UTC

This is the absolute dumbest and sh*ttiest thing that QB could possibly ever do. But I’m willing to bet you’re clueless like every customer service rep I have encountered in my dealings with QB.  Every rep has been wrong on everything and I have had to figure it out myself. 

Fiat Lux - ASIA
Sep 6, 2022 11:58 AM UTC

Afaik, we cannot import transactions into projects in QBO or other accounting applications in the same class as QBO. Projects (and inventory management) offer only limited functionality. If you need more features, having a third party app (e.g project management app) is the answer.