Convert CSV to QBO for multiple accounts

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Hi,
I am considering purchasing this product and am using the trial version currently.  I use an iPhone app that exports my check register entries to CSV, and I am wanting this tool to then convert the CSV to QBO to then import into QuickBooks.

The problem I am having is that this tool does not seem to allow me to create QBO files for more than one account.  The first time I used it and imported the file, it used the default account name as Wells Fargo Bank, and account number as 99999etc...  Then, when I went to map this to one of my current QuickBooks accounts, it only displayed 2 of my many accounts that I have.

Is there no way to change these defaults, and have the tool create QBO files for several different accounts?  If there's no way to do this... then it's not really saving much time for me and I would probably not buy it.

I really hope there is a way to do this.

Thanks,

Samantha

asked Apr 14, 2014 by anonymous

1 Answer

Hello Samantha,

For different accounts you need to change the account ID on the Settings tab before saving the QBO file.

Also open the Cart of Accounts in QuickBooks and if the account you to import to has yellow strike icon, edit the account, click on Online Services tab and select "Delete/Remove online services link" and save the changes.

You can INTU.BID that defines the bank identifier on the QBO file on the Settings tab as. Click the Look up button to find your bank. If you bank is not listed, keep the default value 3000 (Wells Fargo) - this is only related to the QBO file to have your transactions imported - you will choose the account during import.

answered Apr 14, 2014 by sergiy
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