But I spent 2 days trying to import the COA. It wouldn't import the account numbers and assign "bank" acc type to all accounts instead. And voila-it worked! I will update you if it worked.
No matter which method I use, QB on mac gives me an error. Most of the tutorials I find are so outdated that even the interfaces they're using to explain no longer exist. Constant errors. IFF files are apparently useless as well. Cannot reconcile my accounts effectively if the data is flawed and I'm unable to correct it. Might as well use pencil and a paper register at this point. Software made by a committee.
I definitely understand how it can be frustrating to sign up for a service and have it not work the way you think it should be. Since you're still unable to import your Excel files to QuickBooks for Mac, I'd recommend using another third-party apps. They can provide you another options to import your files. Here's how:. Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.
Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 2. How to import excel file into quickbooks for mac? Labels: QuickBooks Desktop. Reply Join the conversation. Level 8. Depends on what you are importing, either copy and paste or. Level 9.
QB mac will import iif files so the instructions you see will likely work. Level 1. What about importing a chart of accounts from an excel spreadsheet? See the other answer I just posted on iif. I posted a similar question.
It processes, then results in "0" transactions imported. There's likely something wrong with the import data. Greetings, rs Here's how: 1. Need an update asap. The steps above help fix issues with importing files into QuickBooks Mac, loj Select QuickBooks Mac Desktop. Click the Using QuickBooks for Mac topic. Scroll down and click the Get Phone Number button. I appreciate your patience on this. Please let me know if you need anything else. Level 3. I appreciate the feedback about your product experience, cfoster Make sure your data is in good condition.
Review what information are included in the conversion process. Check the import limitations of the conversion process. You can always reach out to us if you need more assistance in doing this. I'm not converting it, support is converting it apparently. However, Online limits your capabilities such as: 1. People who choose Quickbooks because it is "user friendly" have never used Quickbooks.
For Account ID it must be digits only number. If you are importing for different accounts, you have several QBO files. It has to be the same number for the QBO files for the same account. So, those three must have the same account ID's same number and another two must have another, but the same account ID for those two. Another setting to check for is that expenses are negative.
This is the one transaction statement starts from statement and ends by a statement with a slash , which has a Date, Amount, also there is could be Payee or Memo. So, in our example, the transaction is an expense and it must be negative.
Credit Card or Bank account must be negative for expenses. Money takes it from the account, must be negative. Some Credit Card companies supply the CSV files in the opposite way, for example, expenses or charges are positive and payments to the account are negative. So they must go as deposits when you convert a QBO file. It is also a good idea to do backup again.
So if you forget to do this reverse and then you imported that file, you could easily restore it from backup.
Click 'Lists' - 'Chart of Accounts'. If you see that account you want to import in our case, we want to import into Checking account has a blue ball icon, it means the account is Online Services connected or previously QBO file was imported into this account, but you don't know with which settings it was imported.
The original answer was not incorrect, just not the best answer. There is no need to disable the account from online access. Here is the secret way to get these transactions into Quickbooks on Windows or Mac. Just be sure you are bringing the downloaded transactions into the correct account.
I find this issue usually occurs with credit card downloads - as in credit card accounts that have more than one credit card eg, one master and several sub accounts associated with them. Here we go. First download the QBO and save the file, say, on your desktop. Right click on the file and select Open With, then choose Notepad.
It will list an account number after this. You will notice that this account differs from what is in QB. That is what is causing the problem. Copy down the account number listed here. Save the file. It should save as a QBO file. Double click on the file and the transaction will flow into QB seamlessly Matt former online tech support for Intuit. Enter a search word. Turn off suggestions.
Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Can't manually import.
I successfully imported my transactions as a. So when I go to "Downloaded Transactions", I see them all, and the account dropdown at the top says "Bank of America". But now I'm trying to update these transactions by importing another. I click "import file" and select the file.
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