YouTube videos and Knowledge Base articles exist regarding the new Admin Portal and Billing Portal for Transaction Pro Online.
Search "Admin Tool" to locate them or email email@example.com with any questions.
Can the Template Name be specified when importing transactions with Transaction Pro Importer?
When importing with Importer, the Template Name can be specified or mapped to the Template field. If a template name is not specified when importing, the import will default to the last template that was used when manually creating the transaction in QuickBooks.