I am currently using a trial version of the software and would like to purchase it, however I have a few major concerns. I loaded ten test transactions into the program and toggled the mapping so that all my categories were aligned with the program's presets (ex: vendor names are listed under payee, expense categories are listed under account type). When I save and convert the file and then import it into QuickBooks
, not all of the information from the program populates into the correct fields. The transaction dates and amounts are correct; but the field that I assigned as payee reads as "description" in QuickBooks
, meaning I'd have to manually re-enter the payee name. Furthermore, the account type doesn't show up at all.
A separate problem is that when I import using the webconnect options and QuickBooks
asks me to select a bank account, the menu automatically assumes that the financial institution of my transactions is Wells Fargo and the account number is: 99999999. I am unable to change either one. QuickBooks
then assumes that I want to activate online services. Can you please explain to me how your program might be affecting this?