After you have uploaded the summary file, you will need to select: the vendor and the accounts associated with the data. These fields sync with your QuickBooks file and automatically appear in the corresponding dropdown.
- Vendor: Choose the appropriate Vendor Name.
- Account ID: This auto-populates from the summary purchase file; the Account ID identifies how you paid for the purchases by including the last four digits of the account number
- Transaction Type: Select how you are going to enter the data into QuickBooks (Bill, Check, Credit Card Payment)
- Account: Identify the account by referencing the Account ID and Transaction Type
You can select the same or different accounts, depending on how you would like to classify your data.
Once you have made all your selections, click “Next.”
(If you do not have any options to select from the drop-down menu, log in to QuickBooks and enter the account name. Afterward, go back to the HammerZen app, and click "No selection? Press sync." in the top right to sync the data.)
(Everything linked and mapped will be saved for future imports.)
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