With Transaction Pro Importer for QuickBooks Online you have the flexibility of either using account names or account numbers on your transaction imports. This post will describe how the accounts need to be formatted in your import file.
You need to either use names or numbers in your import file and not both.
If you are using account names you need to include all accounts and sub-accounts with the segment separated by a colon. For the account in the screen shot below your import file would need to have the following account: Savings:Bank of America.
If you would like to use account numbers you need to select the options button at the bottom of the web page for the Transaction Pro Importer application and select the option, “Enable Account Numbers on Transactions,” and select the save button.
Then in your import file provide the lowest sub account. For the account in the screen shot below your import file would need to have the following number: 2210.
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