Good Morning,
I am going back and importing historical data into a new (to be created) quickbooks file.
I am organizing all of this data in Excel and have just over 5,000 rows. I would like to get all this organized, including Payee, Date, Amount and Account. I have figured out how to go from PDF to CSV to QBO using 2qbo convert software. This will require me to make very many "rules" in Quickbooks.
Does anyone have recommendations for a way to have a column in Excel of the desired accounts and then just do a simple import rather than having to create so many individual rules? Or any other ways to solve this problem?
Thanks so much.
Matt
