Integrations and Transaction Syncing
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      2. Integrations and Transaction Syncing

      Step-by-Step Guide: How to Download Transactions and upload to QuickBooks Online

      This guide explains how to export transactions from Profit and upload them into QuickBooks Online by downloading a CSV file, linking an account, and mapping fields to ensure accurate reconciliation.

      Step 1: Export Transactions from Profit

      1. Navigate to the All Transactions Page:
        • Log in to your Profit account.
        • From the dashboard, select the All Transactions option.
      2. Download the CSV File:
        • Hover over the Download Transactions button located in the top right corner of the transaction table.
        • Choose one of the following options:
          • Select a Date Range: If you want transactions from a specific period.
          • Select Specific Transactions: If you want to download only certain transactions.
        • You will then be presented with the transaction details and, if applicable, the date range you’ve selected.
      3. Save the CSV File:
        • After selecting your options, click on the Download CSV button.
        • The file will be saved to your device for upload to QuickBooks.

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      Step 2: Upload Transactions to QuickBooks Online

      1. Open QuickBooks Online:
        • Log in to your QuickBooks Online account.
      2. Access the Transactions Screen:
        • From the QuickBooks dashboard, click on Transactions from the left-hand menu.
        • Select Bank Transactions.
      3. Link Account:
        • Click the Link Account button.
        • In the dropdown menu, choose Upload File.
      4. Manually Upload the CSV:
        • In the pop-up window, select Manually Upload File.
        • Choose the CSV file you downloaded from Profit.
      5. Select Account and Upload:
        • You can either create a new account or choose an existing account where the transactions will be imported.
        • After mapping and selecting the account, click Upload to complete the sync process.
      1. Map Fields in QuickBooks & Set Starting Balance:
      1. Once the file is uploaded, you will need to map the fields from the CSV to QuickBooks fields (such as date, amount, and description).
      2. If uploading for the first time, set starting balance to 0, ensure you’ve uploaded all transactions for an accurate balance. 

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      FAQs 

      • Q: Can I upload multiple CSV files at once?
        • A: Currently, QuickBooks Online allows only one CSV file upload at a time, but you can repeat the process as needed for different time periods or transaction types.
      • Q: What if I can’t find the transaction I’m looking for?
        • A: Make sure you’ve selected the right date range or specific transaction in Profit before downloading the CSV file.
      • Q: When will full transaction syncing be available?
        • A: We’re actively working on this feature and will notify all users once it’s ready. Until then, you can continue to use the manual CSV upload process.