Fiat Lux - ASIA
Level 15

Banking

@plee 

Utilize one of these 3rd party importer tools

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

The template should be like this

Bank AccountPayeeTransaction DateRefNumberMemoAddress Line1Address Line2Address Line3Address Line4Address CityAddress StateAddress PostalCodeAddress CountryVendor Acct NoExpenses AccountExpenses AmountExpenses MemoExpenses ClassExpenses CustomerExpenses BillableItems ItemItems QtyItems DescriptionItems CostItems ClassItems CustomerUnit of MeasureItems BillableCurrencyExchange Rate
CheckingSunoco01/10/2020100Monthly GasSunoco1 Main Street  NewtownNJ12345USA Fuel25John's Car             
CheckingSunoco01/10/2020100Monthly GasSunoco1 Main Street  NewtownNJ12345USA Fuel50Karen's Car             
CheckingMichael's Fine Cabinetry30/09/2020101 Unitel12 Smith Ave  AnywhereNH22222USA       Cabinets10Cabinets150 Baker, Chris:Family Room Y