how to import invoices from excel into quickbooks for mac

You can try to locate your bank, make sure a bank you choose supports the account type you are converting for.

Keep the default value if your bank is not listed (3000-Wells Fargo or any allowed bank).

For multiple accounts, use a different Account ID for each account.

If you have non-USD, you have to use another converter, for example, CSV2IIF converter, that does not have currency and you can import for the non-USD account.

Before importing a QBO file make sure that the account you need to import into doesnt have the yellow strike icon.

After disconnecting the account from online services, you can import a QBO file.

Assign Vendor Records and expenseincome accounts before adding transactions to the register.

When you choose a Vendor Record, for the Payee from the QBO file, QuickBooks will remember your choice for the next QBO import.

The rename rule creation dialog will show up after to use for the next time.

Before importing a QBO file make sure that the account you need to import into doesnt have a blue ball icon.

It shows Account ID, Account Type, that you set in CSV2QBO and it offers you to choose an existing account.

Once Vendor Records and Account are set, you can add transactions to the register.

How To Import Invoices From Excel Into Quickbooks For Mac