The Neat Company Forums

Welcome to The Neat Company Forums Sign in | Join | Help
in Search

Export to QB works, but creates wrong transaction type

Last post 10-16-2009, 5:04 PM by KenCollier. 1 replies.
Sort Posts: Previous Next
  •  10-14-2009, 2:14 PM 6948

    Export to QB works, but creates wrong transaction type

    I just got my NeatReceipts scanner, and am a fairly seasoned QB user. I've read the complaints about the Neat QB export utility and my experience with the latest version is somewhat better than others have reported. However, I'm currently stuck on this and hoping someone will offer some suggestions. Here's the sitch:

    I'm using QB Pro 2007 on Windows XP Pro and I am logged in as an admin user. I have scanned several AmEx credit card receipts and am exporting them using the QB Direct method. The export wizard properly enables me to map expense categories and expense accounts (in this case AmEx). The problem is that after the export is complete, the transaction appears as a BILL PAYMENT type in the QB account register rather than a CREDIT CARD CHARGE type. It is important that the transaction be of a CREDIT CARD CHARGE type so that I can assign it to an invoice for reimbursement. Unfortunately there is no way in QB to convert a BILL PAYMENT transaction into any other transaction type, so I'm stuck!

    Does anyone know how I can force the Neat QB export to produce the correct transaction type?

  •  10-16-2009, 5:04 PM 6956 in reply to 6948

    Re: Export to QB works, but creates wrong transaction type

    After posting the question above I e-mail Neat support with the same question and got the following reply:

    Response (Campbell) - 10/15/2009 08:18 PM Hi Ken,

    NeatWorks can only send items over to Quickbooks as Bill Payment at this time.

    This seems like a huge oversight on Neat's part. It should be expected that many receipts that users will scan are credit card receipts. Unfortunately QB  BILLPMT types cannot be switched to CC types, so I now must conclude that my NeatReceipts is just a brick since it cannot effectively export to Quickbooks.

View as RSS news feed in XML