To remove transactions that have already been exported from your export query, specify that Journal Entry Status should be "Pending. This means you may not be able to import CSVs from certain banks since files don't have the format QuickBooks needs. These are the only columns QuickBooks can handle and this order. On the Mass Updates page, click Final ize Journal Entries under Update Existing Items and select the same query you used for your export. You can upload CSVs with either the following 3-column or 4-column format. From the Management tab, click Mass Update. You can do this globally for all donations in your export query. To keep track of the donations that have been exported, mark each eTapestry record as Final after it has successfully imported into your QuickBooks® desktop database. Warning: To make sure that donations are only recorded once in your accounting package, do not import transactions more than once. If it does not, you can restore the QuickBooks® desktop database to the backup. When the import is complete, check the results to make sure that the imported data matches your expectations. The import starts immediately after you select the name of the IIF file from the list.Ĭheck your work. Select the name of the IIF file to be imported from the displayed list. After you have run the backup, select the IIF File import option in in the QuickBooks® File menu. You will have Green check marks next to items that were able. That way, if there is any problem with the import, you can easily restore from the backup to get your accounting system back to the way it was before the import. Go to Tools Imports Import QuickBooks Files. Before you run the QuickBooks® Import function, it is a good idea to back up your QuickBooks® desktop database.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |