Schedule imports in QuickBooks Online, Xero and Sage One using Business Importer

SCHEDULE

You can schedule your imports in QuickBooks Online, Xero or Sage One using Business Importer.

To schedule your imports in Business Importer, follow 3 simple steps:

  1. Start your initial import using DropBox, Microsoft OneDrive or Google Drive link. Read how to insert Google Drive link in Business Importer.
    Note: The settings from this import (mapping, entity, company, link to the document) will be used in the subsequent Scheduled imports.
  1. Go to your Imports History once the import is done, and click on the Create Schedule button. create_schedule_button-8306ce971f4510f88b4834db45a71823
  2. Create your Schedule:
  • Name your schedule
  • Indicate start time and time zone
  • Select days of the week
  • Or choose frequency (days)

Click on the Create button.

create schedule

Congratulations! Your Schedule has been created!

 

Notes: How-to use the Import schedule function:

  • Do not delete the import file from Google Drive – you need just to update it inside Google Drive, and Business Importer will automatically import transactions and entities into QuickBooks Online, Xero and Sage One according to the conditions stated in your schedule (mapping, entity, company, link to the document).
  • All transactions lines are imported from the file during the Scheduled import. Make sure, that the lines that have been previously imported with previous import are timely removed from your file. Otherwise, the transactions lines will be imported again during the Scheduled import.
  • To edit or delete your Schedule go to the Schedules tab. schedule info
  • Check out the Schedule import result at Imports Historyimport result
  • You will receive an email notification once the scheduled import is done. email notif
  • You can start your Scheduled import manually. Go to the Schedules tab, and click on the Start Now button opposite to the Scheduled Import you want to start right now.
    new schedule
  • You can start all your Schedules imports manually. Go to the Schedules tab, and click on the Start all button. All your Enabled Scheduled Imports will start immediately.

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-36-44 or write to support@cloudbusinessltd.com.

adodvolha

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