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 the exact names of a customer or vendor QuickBooks Online. It could be due to the following scenarios.
- The file is generated by a 3rd party app that does not follow the same name as QuickBooks Online.
- 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 lookup features as described below.
Lookup and Match Customer Name in QuickBooks Online
Lookup and Match Vendor in QuickBooks Online
Lookup and Match AccountName in QuickBooks Online
Lookup and Match Product Name in QuickBooks Online
Lookup and Match Tax Code in QuickBooks Online