How to Import Transfers into QuickBooks Online?

Are you thinking about finally converting your dull old data sheets into an easily-accessible document? Thanks to QuickBooks Online, it’s easier to track data changes in real-time without sacrificing work hours to free yourself from the mundane, endless manual update.

Now you can import Transfers into QuickBooks Online without worrying about errors and discrepancies and updating your spreadsheet before you get left out.

Autymate now fully syncs data from your excel sheet into the cloud, so you can monitor your accounts seamlessly throughout the day using QuickBooks Online.

In this article, we’ll take you by the hand on how to import Transfers into QuickBooks Online.

Import Transfers into QuickBooks Online Guide

Autymate Transactions for QuickBooks Online makes it easy to import your Transfers from Excel/CSV/Text/JSON/XML files or Cloud(GoogleSheets etc.) directly into QuickBooks Online.

To get started, you’ll need the following:

An active Autymate My Transactions account and an active QuickBooks Online account to import your Transfers. There are two ways to get started right now:

1. Autymate My Transaction App Store (Recommended. If you are logged into your QuickBooks Online account)
2. Autymate My Transaction Free Trial Link (If you are not logged into your QuickBooks Online account, you may use this way.)

Watch the video:

[Video]

Steps to Import Transfers into QuickBooks Online:

To import your Transfers into QuickBooks Online using Autymate My Transactions, follow the steps below:

1. Select your source from the source dropdown e.g. CSV, Excel [Gif]
2. Select your destination (QuickBooks Online) from the destination dropdown. [Gif]
3. Select how you want your Auty-mation to run e.g. File Upload [Gif]
4. Select the action to be done in destination e.g. Create Transfers [Gif]
5. Upload your source file, which has the Transfers that you want to import and review the file data. [Gif]
6. Connect new or choose from your existing QuickBooks Online Connections [Gif]
7. Map the columns from your source data file to the corresponding fields in QuickBooks Online {List of all fields section link} [Gif]
8. Preview or fix your invoices data before finally Importing to QuickBooks Online. [Gif]
9. Name and finish your Auty-mation to import Transfers into QuickBooks Online with one click for future files. [Gif]

A few essential things to remember:

It is crucial to map the source file columns to the correct QuickBooks Online fields in Mapping step of the import. {Learn more about mapping. Separate article}

• Mapping correct fields will help Autymate Transactions (AMT) to import your invoices correctly into QuickBooks Online.
• We have an identical mapping screen to QuickBooks Online to make your life easier.

• Please refer to {Field Mappings Guide} for more info. If you need help to get your mappings right, feel free to contact our support.

  Autymate My Transactions - QuickBooks Online Fields:

  |Field Name|Description|Format|Table Name|
  |—-|—-|—-|—-|
  |Transfer Source Code|The account Id from which the funds were transfered.|String|Transfers|
  |Transfer Funds From|The account Name from which the funds were transfered.|String|Transfers|
  |Transfer Destination Code|The account Id to which the funds were transfered.|String|Transfers|
  |Transfer Funds To|The account Name to which the funds were transfered.|String|Transfers|
  |Transfer Amount|The total amount of the transaction|Decimal|Transfers|
  |Date|The date entered by the user when this transaction occurred.|DateTime|Transfers|
  |Memo|User entered, organization-private note about the transaction.|String|Transfers|
  |Currency Code (key)|The Id of the currency used in the transaction.|String|Transfers|
  |Currency Name|The name of the currency used in the transaction.|String|Transfers|

FAQ’s - Autymate Transactions for QuickBooks Online:

Q: I want to import Invoices with Invoice Numbers into QuickBooks from File. Is it supported?
A: Yes, you can import Invoice Numbers from File into QuickBooks Online. [Article]

Q: Will Autymate Transactions for QuickBooks Online support QuickBooks Multi-Line Transactions?
A: Yes. Autymate Transactions support Multi-Line Transactions to import into QuickBooks Online. [Article]

Q: I made some mistakes in the mapping. Your application imported wrongly. So my QuickBooks file got corrupted. Is there any way to undo or revert?
A: Yes, it is possible to undo imported transactions from QuickBooks Online using Autymate Transactions. [Article]

Q: Are there any specific Import Settings?
A: Yes. We do have a couple of important settings for import. [Article]

Q: Does Autymate Transactions for QuickBooks Online support taxes?
A: Yes, it supports Taxes. [Article]

Q: My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
A: Yes, you can import data with any date format. [Article]

Q: Do you have any sample templates?
A: Yes, we do have sample data templates for all QuickBooks Online entities. [Article]

Q: What are the file types supported by Autymate My Transactions for QuickBooks Online?
A: Autymate support CSV and Excel at the moment but we will support 250+ systems to get your source data in the next releases.

Q: How do I report the issues if I am stuck?
A: Feel free to drop an email to support@autymate.com

Possible Errors with a suggestion to fix them: