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How to use Lookups in Excel Transactions ?

It is a very common problem that  the file used to import your Sales and Expense transactions ( invoice, Sales Receipts , Payments ,Bills , Expenses & etc) may not contain exact  names of a customer or vendor as QuickBooks Online. It could be due to following scenarios.


  1. The file is generated by 3rd party app which does not follow the same name as QuickBooks Online.
  2. The file is manually created. But we don't follow the same name as QuickBooks Online due to our business.


If you are spending countless hours to map your file data ( Customer Names, Vendor Names or Account Names )  to respective QuickBooks names, then  use "Excel Transactions" lookup features as described below.


Customer Lookup Feature


Vendor Lookup Feature 


Account Lookup Feature


Product / Service Lookup Feature


Tax Code Lookup Feature


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