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» Category: Importing into QuickBooks  (Go back)

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"Can't change account type" Article rated 3.0/5.0
If you receive "Error on line X - You can't change the type of an account," it means that Statement Converter and QuickBooks disagree on the type of the account. What is happening: You are trying t...
"Account types do not match" Article rated 3.0/5.0
Message: "This file cannot be imported because the account types do not match. The (account name) account type in the import file is X which does not match the account type Y used in your company file...
"Can't change the type of a name or a add a duplicate name" Article rated 3.0/5.0
If you receive "Error on line X - You can't change the type of a name or a add a duplicate name," it means that a payee name that you are trying to import already exists in QuickBooks as a different t...
"Tax field cannot be left blank" when importing Invoices or Sales Receipts Article rated 2.9/5.0
When importing Sales Receipts or Invoices, QuickBooks says:  WHAT'S HAPPENING: In QuickBooks, the Sales Tax preference is ON, but Statement Converter is not set properly for sales tax. SOLUT...
Accounts are duplicated (How to Merge duplicates) Article rated 3.0/5.0
Enter sub-accounts as: parent-account:sub-account:sub-account (account names separated by a colon, no spaces allowed around the colon) Example: You have a parent account 2100 Credit cards and your VI...
Cannot locate imported transaction Article rated 3.0/5.0
If you have just imported your transactions but do not see them where you expect to in QuickBooks, use QuickBooks to find it:  Edit > Find > Amount > select "=" > enter the $amount of...
How to import your converted .IIF files (Paid conversion service) Article rated 2.9/5.0
After ordering the paid conversion service, you will be notified when your order is complete and your transactions are ready to import into QuickBooks.   Your transactions will provided to ...
Viewing your .IIF file / Previewing transactions before importing Article rated 3.1/5.0
You can examine the converted transactions before importing by opening the IIF file using Excel: Start Excel and select FILE > OPEN. Change the criteria "Files of Type:" selection to "ALL FILES...
QuickBooks can't update this report Article rated 3.0/5.0
This message is because "QuickBooks" was selected from the Excel menu.  You must select Add-ins and then "Convert to QB".   The step-by-step instructions for using the converter are here.
 

 
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