But do I need to eliminate the bank account first from auto sync? and then try and import manually a csv that i download from transactionpro?
@Fiat Lux - ASIA wrote:
@robustianotubio
Prepare the the data with the following template
Bills
| RefNumber | APAccount | Vendor | PrintOnCheckName | TxnDate | DueDate | SalesTerm | Location | AddressLine1 | AddressLine2 | AddressLine3 | AddressLine4 | AddressCity | AddressState | AddressPostalCode | AddressCountry | PrivateNote | Currency | ExchangeRate | ExpenseAccount | ExpenseDesc | ExpenseAmount | ExpenseBillableStatus | ExpenseBillableEntity | ExpenseClass | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineBillableStatus | LineBillableEntity | LineClass |
| 101 | | Staples | | 01/10/2020 | 15/11/2020 | | | 100 Houston Street | Suite 2000 | | | San Diego | CA | 12345 | | Internal Use | | | Office Supplies | For Anne | 25.1 | | | | | | | | | | | |
| 101 | | Staples | | 01/10/2020 | 15/11/2020 | | | 100 Houston Street | Suite 2000 | | | San Diego | CA | 12345 | | Internal Use | | | Telephone | Phone Cards | 50.25 | | | | | | | | | | | |
| 185 | | Green's Taxi Service | | 01/10/2020 | | Net 30 | | 1 Main Street | | | | San Diego | CA | 12345 | | | | | Transportation | | 125.13 | | | | | | | | | | | |
Bill Payments
| RefNumber | APAccount | Vendor | TxnDate | Bank or CC Account | PrivateNote | Currency | ExchangeRate | ToBePrinted | BillApplyTo | LineAmount |
| 2001 | | Staples | 01/11/2020 | Checking | Bill Payment | | | N | 101 | 375.53 |
| 3454 | | Green's Taxi Service | 01/11/2020 | Checking | Bill Payment | | | N | 185 | 125.13 |
| 321901 | | Federal Express | 01/11/2020 | Checking | Bill Payment | | | N | 201 | 264.07 |
Then you are able to import the data by TPImporter
