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June 5, 2020
Question

Why won't the Class code import? I'm trying to manually import a report from Expensify. Expensify is synced with our QB online company so the CSV file should be correct

  • June 5, 2020
  • 2 replies
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2 replies

June 6, 2020

Hi Christine31, 

 

Importing information into your QuickBooks Online account is a great way to save time and not have to enter everything all over again. I can help go over how to import into your account.

 

One of the best things about QuickBooks Online is how easy it is to import information and how much you can move over. However, at this time, the option to import classes isn't available. One workaround, would be manually assigning classes when they're imported or you can consider checking out third party applications which will help import the invoices with classes. To do this, visit the QuickBooks App Center through this link https://apps.intuit.com/.

 

This link also goes over more about what you can import into your QuickBooks online account: https://quickbooks.intuit.com/learn-support/en-ca/getting-started/common-questions-about-importing-data-to-quickbooks-online/00/262523

 

Have a great weekend!

 

 

June 8, 2020

Expensify tells me you're wrong.  We're already using Expensify - it was chosen for the integration capabilities, so we won't be switching now.  We need to make it work without paying yet another software fee.

Fiat Lux - ASIA
June 6, 2020

Explore the trial period of another expense management app to compare.

https://timesolv.idevaffiliate.com/222.html

 

Another option, utilize a 3rd party migration tool to insert the Class data.

https://transactionpro.grsm.io/qbo