Importing and Exporting Data
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when I initially accept for the data to be imported they are all correct but once I categorize them , the dates change. if I uncategorise them, and manually change the date, it changes but the moment I categorize them it changes the date again to 1/01/1970
CSV file format is correct but it is showing error that some info may be missing
I need to import a data spreadsheet into QuickBooks. The data comes from GoCardless. How do I do that?"
That's my first month on QBK (QuickBooks) online and in my company, we use 2 currencies, on QBK desktop I was able to make my expenses report on HTG for those whishes were made on Haitian Gourdes et USD for those wishes were made on US Dollars, now I can't find the way to do that on this platform. I need it for my financial report.
I have created csv files in exactly the same format, and I managed to import the first 3 accounts without any issues. Then when it came to number 4, 5 and 6, I get a message after I press the import button that there may be something wrong with the file and they can't import.
There's at least two of these entries of the same amount attributed to new cards with absolutely no activity ever.
In entering the Bill we don't use Category details but we use Item details instead so aside from Supplier, Terms, Bill date etc we don't use account we input product items in Item details which i want to know if how will i import it instead of manual entering each items
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I have 700 prices to update weekly. The API would be great, but I didn't get the approval from Intuit. Perhaps a trick how to update products without overwriting stock levels and product type and accounting information.
I have imported the csv file with bank transactions and I am now working on the "Review" tab. I would like to classify some of the transactions as "Out of scope" but I only have the option of assigning them a Vat rate. I do not want to assign them a VAT rate of 0% as these are not vatable transactions. Thank you.
Is an integration with our ERP possible too?
It seems like QBSE knows about the transactions if it is warning me that the CSV contains duplicates, but they don't show up anywhere in QBSE. I have two WF accounts and a CC which are all missing transactions for identical date ranges. Any insights are appreciated.
I'm facing issues while syncing TaxCode data from QuickBooks to my system. When retrieving the TaxCode List from QuickBooks, both the name and ID appear as text strings instead of numeric values. However, when I previously synced customers and other entities, their IDs were returned as numbers (e.g., "1", "2", "3"). This inconsistency is causing issues in my system. Additionally, when I try to send my TaxCode data back to QuickBooks, I encounter errors, and updates are not being applied successfully. Is there a way to modify the TaxCode data directly in QuickBooks, or any workaround to correctly handle ID formatting? How can I ensure a smooth sync without errors? Any insights or best practices would be greatly appreciated!"** This keeps it clear, detailed, and concise while ensuring the QB community understands your issue. Let me know if you'd like any modifications!
I get an error message saying "No QuickBooks Desktop file has been found."
