Category did not map to Account in Trial

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Hi.

I thought this was pretty straight forward, but I must of missed something.

Downloaded csv from bank, modified the columns to match your sample file, ran CSV2QBO and it showed the accounts I added to the file, but when I imported in QB these are all blank.

Is this a limitation of the demo, or I did I do something wrong (typo, etc.)?

Thank you.

This looks really promising otherwise.

Jose
asked Mar 4, 2014 by JoseJones

1 Answer

Jose,

Imported files are in Online Banking Center (Banking Fees for 2014 version), you should see there. Open imported statements and match them to vendors.
answered Mar 4, 2014 by sergiy
Thank you. I realized this difference once I slowed down to go through the menus! Works great, and already purchased licence! Thank you, again!
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