transaction pro importer quickbooks proadvisor

You can create a rule within QuickBooks which will then automatically categorize any payments with the same first 3 Reference ID characters as the correct property. Please note, your bank statement may state Stripe, such as 'Stripe 2M4'.įor example, the screenshot below shows that every Reference ID that starts with '2M4' is associated with the property at 123 Thorntree Drive: Within Hemlane, your Reference ID (REF-) will begin with 3 alpha-numeric characters which you'll use to match transactions on your bank statement to a specific property or unit. Hemlane has created reference IDs for each of your properties or units to help you quickly identify transactions within QuickBooks by creating a QuickBooks Rule. Payments prior to this date may not have a consistent reference ID Please note: the option to classify payments at the property level began on June 15, 2022.Pro: To classify payments at the property or unit level, you can create a QuickBooks rule which will match the bank text provided by Hemlane to the correct property or unit.Pro: Any automatic payment from Hemlane will automatically load into QuickBooks through your bank account.Option #1: Syncing your bank account to QuickBooks 💡Need help matching your bank transaction line items to your Hemlane transactions? Click here to view an article with more information The best plan is to select one of the two options. ⚠️ A very important note! You should be cautious to avoid double entry and perform both options.

Downloading the Hemlane data and importing (uploading) it into QuickBooks.Syncing your bank account to QuickBooks - recommended!.There are two options to get your Hemlane financial data into QuickBooks:

Transaction pro importer quickbooks proadvisor