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.
When importing, will Transaction Pro Importer skip transactions that already exist in QuickBooks Desktop (QBDT)?
By default, Transaction Pro Importer for QBDT does not skip transactions that already exist. However, there is an option to SKIP TRANSACTIONS WITH MATCHING REFERENCE NUMBERS that can be selected.
To access the options, click the OPTIONS button on the first window of Importer.
On the BASIC tab under the IMPORT OPTIONS selection, select the SKIP TRANSACTION WITH MATCHING REFERENCE NUMBERS option.
The SKIP TRANSACTIONS option is available for:
If using this option, consider the following points: