After you have granted access and created a backup of your file, you can proceed.
Your first step is to:
- Select Name and Account
Select where you purchased the materials and how you want to enter the transactions into QuickBooks.
Vendor Name: the name of the vendor where you made your purchases. We recommend using only one name (i.e. "Home Depot"), rather than each store's name and number (i.e. "Home Depot Neshaminy," "Home Depot Oxford Valley").
Transaction Type: How would you record the transaction (i.e. bill, check, credit card charge)?
Account: Depending on the transaction type, the most common account types used are:
- Transaction Type: Bill
Account Type: Accounts Payable
- Transaction Type: Check
Account Type: Bank
- Transaction Type: Credit Card Charge
Account Type: Credit Card
In case you cannot find the Name and Account, when choosing from the drop down, go ahead and create a new name or activate the name. Then click on "Refresh" to make your selection. After you have made all the necessary selections, you should click on "Next."
Your next step:
2. Link the projects to "Customer and Jobs"
(All the linking and mapping will be saved for future imports.)