How to format customers, items, classes and accounts in your import file for use with Transaction Pro Importer for QuickBooks

A very common questions that we receive from users is how to format customers, items, classes and accounts that have multiple levels (jobs, sub-items, sub-classes and sub-accounts) in your import file to be used with Transaction Pro Importer.  Please note that this response is applicable to both Transaction Pro Importer 4.0 (that works with Pro, Premier and Enterprise versions of QuickBooks) as well as Transaction Pro Importer – QuickBooks Online Edition.

Format for customers, items, classes and account names

If you have customers in your import file that have jobs you need to provide the customer and job(s) separated by a colon with no spaces on either side of the colon.  For the customer highlighted below the customer in your import file should be listed as Baystate Consulting:Importer:Desktop.  Please note that these same rules apply to items, classes and account names.

Format for account numbers

If you are using account number in your import file just include the account number for the lowest sub-account.  For the account highlighted below the account number that should be used in your import file is 40110.  Also please note that your import file should only contain one of the following and not both:  account name or account number.