Quickbooks Online supports uploading a very minimalist set of data (Date of transaction, a Description of the transaction, and the Amount of the transaction) in a CSV (comma-delimited) formatted file. After the import you can enter any additional information, such as the category and payee for a transaction, on the For Review tab of the Banking page. QuickBooks Online will enter information automatically if you have set up any banking rules, or if QuickBooks Online recognizes the descriptions of your transactions.
You can export any Finance Export in comma-delimited format to take advantage of this. You may need to remove all the columns except for the ones mentioned above, using Fund Name as the Description, for example.
Importing is also possible with third-party tools, which import Excel and CSV files from Salsa CRM and convert them into a Quickbooks Online compatible format. The following applications may be a suitable for importing content from Salsa CRM to Quickbooks Online:
- Transaction Pro Importer (https://appcenter.intuit.com/transactionproimporter) enables you to store pre-set mappings to import transactions into Quickbooks Online from Salsa CRM generated Excel or CSV files. Using this tool, Salsa Support was able to set up mapping and import Transaction Pro modified Salsa CRM content into most areas of Quickbooks Online.
- Axis (https://appcenter.intuit.com/zed-axis-import-qbo)
Although automated tools are available, most Salsa clients prefer manual entries into Quickbooks Online at the end of each month. Please note that Salsa Labs does not provide support for these or other third-party integration products.
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