Overview
When reviewing your QuickBooks Desktop (QBD) company you may see data such as accounts, items, vendors, etc. that you
don't recognize. This article will explain where some of these items
may come from if you're importing SalesPRO data into QuickBooks.
Details
When importing data into QBD, QBD will at times automatically create entries so that the import can proceed.
Vendors
Vendors
will be created automatically when importing sales tax codes and the
vendor name you entered into SalesPRO does not match an existing vendor
in QBD. To resolve:
- Review the tax agency/vendor for
each sales tax code in SalesPRO. Compare the names to the vendors in QBD and correct as needed. You can correct in either SalesPRO or
QuickBooks but both names must match exactly.
- In QBD, edit the sales tax items that you have already imported. Change the vendor to the correct vendor.
- Delete the incorrect vendor in QBD.
Income Accounts
Income
will be created automatically when importing products and the sales
account name you entered into SalesPRO does not match an existing account in QBD. To resolve:
- Review the linked accounts in
SalesPRO. Compare the names to the accounts in QBD and correct as
needed. You can correct in either SalesPRO or QBD but both names
must match exactly.
Bank Accounts
Bank
accounts will be created when importing data into that references
accounts that don't exist in QBD. For example if your cost of
good sold account in QBD is called "Cost of Good Sold" but in
SalesPRO you entered "Cost of Good Sold". When a product is imported QBD will create a bank account called "Cost of Good Sold". To
resolve:
- Find the account in the Chart of Accounts list in QBD.
- Right-click on the account and Use Register.
- Review the transactions to find out where the account was used.
- Edit or delete the transactions to so they reference the correct account.
- Once the account is no longer used you can delete it.
- Make sure to adjust SalesPRO to reference the correct account in QBD.
Service Items
Service
items will be created when you import invoices, products, tax groups
that reference items that don't exist. To allow the import to proceed QBD will create the item however it creates the items as service items which usually not what you want. To resolve:
- Review the service items that were created to determine what they should be (product item, sales tax code, etc.)
- Delete the service item from QBD. You will need to delete any data that associated with the service items first.
- Export
the item from SalesPRO and import into QBD. For example if a
product was added to QuickBooks as a service item, delete the item from QBD, export the product from SWCS and then import it into QBD.
- Export the original data you imported.
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