Overview

When reviewing your QuickBooks 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 QuickBooks, QuickBooks 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 QuickBooks. To resolve:

  1. Review the tax agency/vendor for each sales tax code in SalesPRO. Compare the names to the vendors in QuickBooks and correct as needed. You can correct in either SalesPRO or QuickBooks but both names must match exactly.
  2. In QuickBooks, edit the sales tax items that you have already imported. Change the vendor to the correct vendor.
  3. Delete the incorrect vendor in QuickBooks.


Income Accounts

Income will be created automatically when importing products and the sales account name you entered into SWCS does not match an existing account in QuickBooks. To resolve:

  1. Review the linked accounts in SalesPRO. Compare the names to the accounts in QuickBooks and correct as needed. You can correct in either SalesPRO or QuickBooks 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 QuickBooks. For example if your cost of good sold account in QuickBooks is called "Cost of Good Sold" but in SalesPRO you entered "Cost of Good Sold". When a product is imported QuickBooks will create a bank account called "Cost of Good Sold". To resolve:

  1. Find the account in the Chart of Accounts list in QuickBooks.
  2. Right-click on the account and Use Register.
  3. Review the transactions to find out where the account was used.
  4. Edit or delete the transactions to so they reference the correct account.
  5. Once the account is no longer used you can delete it.
  6. Make sure to adjust SalesPRO to reference the correct account in QuickBooks.


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 QuickBooks will create the item however it creates the items as service items which usually not what you want. To resolve:

  1. Review the service items that were created to determine what they should be (product item, sales tax code, etc.)
  2. Delete the service item from QuickBooks. You will need to delete any data that associated with the service items first.
  3. Export the item from SalesPRO and import into QuickBooks. For example if a product was added to QuickBooks as a service item, delete the item from QuickBooks, export the product from SWCS and then import it into QuickBooks.
  4. Export the original data you imported. 


APPLIES TO

  • SalesPRO Software