Fiat Lux - ASIA
Level 15

Banking

@INNNtuuuiiittt sucks 

You can't utilize MT to import data into any outdated QBD version. You have to prepare your bank statements data with the following template.

Bank AccountTransaction DatePayeeChk No.AccountAmountMemoClassBillableBillable Entity
Checking01/09/2020AT&T123Utilities:Telephone-100Check Payment N 
Checking02/09/2020Jane Doe141Product Sales150Deposit N 

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

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

 

You will need another template to import CC charges/credits.