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aquamaester
December 11, 2024
Question

Is it possible to import transactions matching data?

  • December 11, 2024
  • 1 reply
  • 0 views

We have a grant we need to track individually. We may either track it via class or project. I'm trying to see if we can export the transactions from QB Online, match the transaction to either class or project, and then import the matching result back in. 

1 reply

J
JanbonN
December 11, 2024

Hello there, aquamaester. I'd be glad to provide details about importing and exporting transactions with your personalizations.

 

Importing your transactions to QuickBooks Online (QBO) follows the 3-column and 4-column format. Attaching a class or project when importing them is not possible.

 

Please refer to this article for more details about the format: Format CSV files in Excel to get bank transactions into QuickBooks.

 

That said, you can manually track the transactions within QuickBooks to keep your records correct. Please refer to these articles:

 

 

Additionally, ensure to reconcile your accounts to keep them up-to-date and accurate.

 

Furthermore, if you want to ensure your transactions are accurately matched and consistently tracked, our QuickBooks Live Expert Assisted team is available on demand to offer personalized guidance. They can help you review your data, spot any discrepancies, and maximize the full potential of your QuickBooks program. It's an excellent resource to enhance the accuracy and effectiveness of your financial management.

 

The Community is always available to help you with your QuickBooks concerns, aquamaester. Have a great day ahead.

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