Using CSV2QBO with Quickbooks 2012


Using CSV2QBO with QuickBooks 2012 it does not let me select the correct bank account when I import. It give the wrong bank with 9999999999 as the account.

asked Feb 12, 2015 by anonymous

1 Answer

To have the account listed during import, please do the following:

- start QuickBooks and open the Account list
- for account you need to import check if it has the "lighting strike" icon, click edit, then click on Online Services tab and select "Delete online services link".
- load the QBO file again

The QBO file has three attributes: account id, bank id, and INTU.BID (bank identifier). You can them on the Settings tab in CSV2QBO before saving the QBO file. Click the Look up button to find INTU.BID for your bank. If your bank is not listed, leave default value 3000 (Wells Fargo).

Account ID, bank id, and INTU.BID are only related to the QBO file - you will choose actual account during import.
answered Feb 12, 2015 by sergiy
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