Is there a way to stop Transaction Pro Importer from setting up new Customers in QuickBooks Desktop (QBDT) during import?
Yes, there are options in Transaction Pro Importer to prevent new list items (Accounts, Customers, Employees, Items, and Vendors) during import. These options can be found by clicking the OPTIONS button on the first window of TPro and are located on the BASIC options tab. When one or more of these options are selected, TPro will verify that the list item currently exists in QBDT during the validation process. To match, the list item in the import file must match the list item in QBDT exactly - spelling, punctuation, spacing, and capitalization. If a list item is found to not currently exist, an error will appear in TPro with the list item that was not found.
If a list item is found to not currently exist, there are several options as to how to proceed.