I'll help you get back to business, @AB-68.
Let's make sure the accounts or fields are mapped correctly. You can make changes if need be. This way, you can import the transactions seamlessly.
Let me show you how:
- Go to the File menu. Choose Import, then choose Items.
- Select the item ty[pe you want to copy.
- Open the item spreadsheet and compare the columns with columns in the QuickBooks spreadsheet.
- Make changes, if applicable.
- In QuickBooks, set up Income Accounts. If you'll be tracking inventory in QuickBooks, set up COGS Accounts and Asset Accounts too.
Check out the remaining steps to completely import data: Import data into QuickBooks for Mac.
You're always welcome to post in the Community. Take care!
