This article will help resolve common questions and errors when importing financials to QuickBooks Online.
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- Is my QBO using account numbers?
- Missing account numbers
- Date format error
- Sales tax name error
- Accounts receivable error
Is my QBO using account numbers?
For Passare data to import correctly to QBO, it's important that the accounting information in both systems match perfectly. Sometimes it is helpful to know if you are using account numbers or not.
To check this, go to Account and Settings and see the Enable account numbers setting. If this is On, then your account is set up for account numbers.
If you want to use account numbers, click the pencil icon to the right, toggle on and save.
Missing account name/numbers
If you receive this error after importing, you are either missing an account name or number in Passare.
Click Fix it and assign the correct account to the item.
You should receive a confirmation that the file imported successfully.
To prevent this from continuing, contact Passare Support to ensure this account name/number is added in Passare.
Date format error
If you receive this error after importing, you will need to edit the import file you received from Passare.
Open the file in Excel. Then, select the Date column > right-click > Format Cells.
Click Custom and type in mm/dd/yyyy. Click OK.
Save the file and re-import.
Sales tax name error
If you receive this error after importing, there is an issue with your Sales Tax account name.
Click Fix It. Then correct the account name and/or the tax agency name in Passare.
Accounts receivable error
If you receive this error after importing, there is an issue with the accounts receivable.
This means the Passare AR account does not match between Passare and QuickBooks, or it is not set up in either system. Update this in either system or learn how to set it up in QuickBooks.
Once the accounts match, clear the file and re-import.
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