We recently added the ability to import your transfer transactions into QuickBooks Online. If you do not see this import type available to you in our Transaction Pro Importer (“TPI”) make sure you are on the latest App which can be accessed here. You can find more info on how to use the transfer transaction type on the Intuit Community. If you are using QuickBooks Desktop please refer to our journal entry import article here.
Below we will include some information on all the fields supported but I would also like to point out some important formatting considerations when preparing your file for import.
- The amount should be a positive number
- Make sure that your import file only includes the lowest sub-account number (and then check the TPI option to enable account numbers) or use the full account name. Read more on our knowledge base.
Below are all the fields supported on the Transfer Import to QuickBooks Online. You can also access this from within the TPI App here.