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Ian_WP
January 14, 2024
Question

Importing a Journal Entry

  • January 14, 2024
  • 2 replies
  • 0 views

We use a POS system that creates a csv file that we import into QBs.

The problem is we can not import into the SALES TAX column.

So when ever we import the revenue ledger we have to edit the JE and set the SALES TAX entry for the HST account so QBs reports the tax to its tax reports. We also have to edit the SALES TAX entry for each sales account and tell QB its a sales account, again so QBs send this info to the sales reports.

We have discovered there is no way to import this information. 

So my question is:

Is there a way to set an account (in the chart accounts) so QBs knows that every entry added to the tax account "20500 HST on Sales" has a SALES TAX as "HST-line 103"

and

Is there a way to set an account (in the chart accounts) so QBs knows that every entry added to a Sales account "40000 SALES:40014 Plumbing" has a SALES TAX entry as "E(SALES)"

2 replies

4Gal
January 15, 2024

You can use an importer tool to import data as Sales Receipt.

https://get.transactionpro.com/qbo

 

Amanda-B
January 16, 2024

Hey there, Ian_WP.

 

Thanks for reaching out to us here. I'd be happy to point you in the right direction.

 

I feel you'd benefit more by reaching out to the support team outside of the Community. They'll be able to verify your account details in a secure setting, as well as view your screen to better assist you. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

 

If you have any other questions, feel free to reach out here.

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