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 firstname.lastname@example.org with any questions.
How are Bank Transfers imported into QuickBooks Desktop (QBDT) using Transaction Pro Importer?
Bank Transfers are found in QBDT under the BANKING menu. Below is a screen shot of the Transfer Funds entry screen in QBDT. The screen shot shows the fields of a Transfer Funds transactions and how these fields correspond to the Transaction Pro Importer mapping screen.
Below is a screenshot of the Transaction Pro Importer mapping screen. Any field that is highlighted in red is required.
Some helpful tips on formatting of a Bank Transfer import file: