BUSINESS IMPORTER DESKTOP: REFERENCE NUMBERS GUIDE

Business Importer Desktop

Business Importer Desktop: Reference Number Guide

In order to access Reference Numbers settings menu, click Import Settings button in the Main Window of Business Importer.

Screenshot 2020-03-31 at 00.40.39

1. Reference Numbers consequence set in Business Importer settings

Reference Numbers consequence set in Business Importer settings

If Generate Reference Numbers Automatically feature is ENABLED, Reference Numbers tab will be shown in Business Importer settings and import flow will be as follows:
1. Go to the Reference Numbers tab.
2. Specify Reference Number, from which import consequence starts.
3. Click Save.

Generate Reference Numbers Automatically feature

NOTICE: If you need to import Multi-line transactions, the same Reference Number must be specified for each line of one particular transaction. For Example:

import Multi-line transaction

Will be imported as:

business importer desktop

2. Reference Numbers imported from uploaded spreadsheet

Reference Numbers imported from uploaded spreadsheet

If Apply Reference Number from Import Spreadsheet to Transaction feature is ENABLED, Business Importer will apply Reference Numbers, specified in an uploaded spreadsheet and import flow will be as follows:

1. Specify Reference Numbers in a spreadsheet.

Apply Reference Number from Import Spreadsheet to Transaction

2. Map the Invoice Number field with corresponding header from your spreadsheet

Map the Invoice Number field with corresponding header from your spreadsheet
business importer desktop

3. Reference Numbers consequence picked up from QuickBooks Company

Reference Numbers consequence picked up from QuickBooks Company

If Generate Reference Numbers Automatically and Apply Reference Number from Import Spreadsheet to Transaction are DISABLED, Business Importer will pick up QuickBooks numeration sequence:

Generate Reference Numbers Automatically

NOTICE: If you need to import Multi-line transactions, the same Reference Number must be specified for each line of one particular transaction. For Example:

import Multi-line transactions, the same Reference Number

Will be imported as:

map transaction reference Number column

However in order to correctly import transactions with several products we recommend to still map transaction reference Number column specifying the same numbers for all lines of one transaction.

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Alexandra Kozyritskaya

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