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Thread: Editing transaction category

  1. #1
    Join Date
    May 2017
    Location
    Lake delton, WI
    Posts
    7

    Default Editing transaction category

    I know the manual states we can not do this... I need to change a mapped category as it is going into the wrong chart of account in QB.

    I've printed the "help" on Transaction Categories... but for the life of me I can not find -
    "Assuming you used the Import accounts from QuickBooks function first, this may be as simple as picking from lists. If you didn't import the items/accounts from QuickBooks, you can still enter the account names manually, but that is very error-prone."

    I know sometime in 2017 we remapped all of our categories, but I can not recall how we did it.

    I do have the current ver9.2 - i've downloaded the Demo on to my personal computer just to play around to see if i can find it... but no luck.

    in the Import I have only 1 option. Import Customer / Reservation / Transaction data

    All i need to do is re-import 1 item.

    I can not even find how to do this manually.

    any assistance would be great.

  2. #2

    Default

    I'm assuming you already have the category in Campground Master (Transaction Categories pick list).

    To map it or change the mapping to QuickBooks, go to File / Export / Export Transactions to QuickBooks, and then Transaction Categories Mapping:
    http://campgroundmaster.com/help/map...ategories.html

    You will need to manually type in the QB category, unless you also go through the process of exporting the chart of accounts, etc from QB and then importing that into CM, as described in the basic setup information here:
    http://campgroundmaster.com/help/usi...ortdialog.html

    Entering it manually may be easiest, as long as you enter it exactly as QB shows it.
    Stan Spielbusch
    [Forum Administrator]

  3. #3
    Join Date
    May 2017
    Location
    Lake delton, WI
    Posts
    7

    Default

    thank you... logically i went to import, not export.
    I'll give it a test tomorrow.

  4. #4
    Join Date
    May 2017
    Location
    Lake delton, WI
    Posts
    7

    Default

    it worked easily. thanks. Now that I know I need to go thru Export and not Import i'll be able to do it easily now.

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