If I import transactions using a CSV file, can I match them to a product when coding them?
Hi hello33,
Welcome to QBCommunity!
CSV transactions can only be directly matched to the fields provided in the Banking screen. However, you can match products to transactions if they are a part of an existing QuickBooks transaction like an expense or invoice.
For example, if one of your invoices contain one product, you can match the transaction to the invoice as a whole, but not to the product itself.
Hope this makes sense!
Bonny
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