Therefore, in QuickBooks, create a customer named "TempWorks Customer." This will be the generic customer record in QuickBooks that we will post all of the AR journal entries to. QuickBooks requires users to specify a customer name every time the AR account is hit. Since one Journal Entry file from TempWorks can hold multiple Journal Entries, using the backup file will save you from having delete out partially imported files from your productions system. Once you have been able to successfully import into the backup file, then repeat the setup steps you had to take on your backup file on your production file. It may take several tests to get your GL mapping exactly the way you want it. If this is your first time exporting your GL journal entry information, we highly recommend first creating a back up (or several backups) of your QuickBooks company file to use it as a test before updating your current account.
Import invoices from excel into quickbooks for mac pro#
Importing to Quickbooks via Transaction Pro Importerīefore You Export information from Enterprise and import it into QuickBooks, please consider the following information.Exporting Your Information from Enterprise.Follow the below steps to properly import your GL information. Users have the ability to import GL journal entry information into QuickBooks by utilizing Transaction Pro Importer.
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