Account fields CSV2QBO mapping

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For CSV2QBO conversion, not sure what the "Account Type" "Account Name" "Type" fields play when impoting QBO into QB.  Please advise.  Thank you. Alex

asked Dec 20, 2013 by anonymous

6 Answers

These are for multiaccount CSV files. If you are importing for one account, simply set to "do not use" for these fields.
answered Dec 20, 2013 by sergiy
Is there a manual?  I don't know what is meant by multiaccount or how to use it.
answered Dec 20, 2013 by anonymous
If you have transactions for one account, set account fields to "do not use". The manual is on the product page http://www.propersoft.net/CSV2QBO
answered Dec 20, 2013 by sergiy
Can you please give me an example on how to use the "Account Type" "Account Name" "Type" fields?
answered Dec 20, 2013 by anonymous
"Account type" should have values like "CHECKING", "CREDIT CARD", "SAVINGS" identifying the account type and should be supplied for all transactions.
"Account name" should have values like "My Bank account" or any other label. Also please have the column "Account ID" with the account name for all transactions.
"Type" should have values like "DEBIT" or "CREDIT" to identify the transaction type. If the amount column has negative values for debits and positive for credits, this field is redundant, but can be also used.
answered Dec 20, 2013 by sergiy
Thank you!
answered Dec 20, 2013 by anonymous
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