When contacting Transaction Pro Support, Support may ask you to send certain files to help in resolving the error messages that you are receiving. The purpose of this article is to show you where to find these files and also explain how they are used.
This is the excel, csv, or txt file that contains the details of the transactions that is used for importing. It is the file that you select when selecting the BROWSE button on the first screen of Transaction Pro Importer.
This is the file that is created when you completed the Transaction Pro Importer mapping screen. Be sure to attach the actual map file and not a screenshot of the mapping screen. If you do not remember where you saved the map file, you can see its location at the top of the mapping screen in red.
If you want to see what the map file looks like, you can open this file using the Notepad application on your computer. When browsing for this file, be sure to change the file type to ALL FILES in the lower-right. The data, before the first comma, is the name of the QuickBooks Field that appears on the left-hand side of the mapping screen. If you are just matching the data to an Import File column, you will see the header name from your import file after the first comma. If you provided data in the Static Value/Formula column, you will see the word STATIC followed by the data that you entered on the said column.
This file is located in your Documents directory in the 01 Transaction Pro Importer (version) sub-directory. This file tells Support which options are selected, the QuickBooks version, and other information. You can open this file in notepad. Below is a sample settings file.
NUMBER OF LIST ITEMS
There are times that you are asked how many Accounts, Customers, Vendors, or Items that you have in your QuickBooks company file or to confirm the version and release of QuickBooks that you are running. The said information can be located while the QuickBooks company file is open by selecting the F2 function key on your computer keyboard.
You may also asked to provide the Troubleshooting Log that shows the details of what information Transaction Pro passes to QuickBooks and the returns that are received from QuickBooks.
Here is how to generate the Transaction Log:
- Create a one-line import file that can re-create the error message.
- In Importer, click the OPTIONS button. Under the BASIC tab, check the box next to the last option on this screen GENERATE TRANSACTION LOG. The Transaction Log outputs all processed and failed transactions to a log window at the end of the import completion.
- Process the import and once done, save and send the Transaction Log to Support.