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Automate Transaction Pro Import for QuickBooks Desktop

QUESTION

Can imports using Transaction Pro Importer with QuickBooks Desktop (QBDT) be scheduled/automated?

RESOLUTION

For more advanced users that would like to schedule imports into QBDT, a full command line interface exists that you can use to start the process even if the QBDT company file is not open. These commands can also be used in a batch file, and the process scheduled via Windows Scheduler.

NOTE: Transaction Pro does not support the automation feature or assist with writing batch files. If assistance is needed, several helpful articles on writing batch files exist on the internet as well as helpful videos explaining the process on YouTube.

Below is the link to the Knowledge Base article that discusses the use of command line parameters for Importer.

IMPORTER 

Below is an example command line that can be used to automate the import process with Importer.

For example purposes, the following are being assumed:

  1. The correct QBDT company file is already open

  2. Excel file name is TEST.XLS

  3. Worksheet to be imported is INVOICE

  4. Import type is INVOICE

  5. Map file is located at c:\Invoice Map.dat

Version 7: Use the following command line (assuming Importer is installed at the path below):

"C:\Program Files (x86)\01 Transaction Pro Importer 7.0\Transaction Pro Importer 7.0.exe" /AUTORUN /TEXT_FILE=c:\TEST.XLS /XL_SHEET=INVOICE /TXN_TYPE=Invoice /MAP_FILE=c:\Invoice Map.dat

Version 8: Use the following command line (assuming Importer is installed at the path below):

"C:\Program Files (x86)\Transaction Pro\Transaction Pro Importer 8.0.exe" /ACTIVATED /AUTORUN /TEXT_FILE=c:\TEST.XLS /XL_SHEET=INVOICE /TXN_TYPE=Invoice /MAP_FILE=c:\Invoice Map.dat

If preferred to have Importer run in the system tray, add the command line /HIDE after the /AUTORUN parameter.

Make sure to have a working import before attempting to set /AUTORUN. Also, make sure that there is always a space before each forward slash (/).

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  • 05-Aug-2021
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