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Credit Card Credit Import Fields for Transaction Pro Online

TPro Field Name QBO Field Name Required Character Type Character Limit Notes
RefNumber Ref No Y Alpha-numeric 21 The Reference Number is the Credit Card Credit Reference Number, but it also is how TPro and QBO know which detail rows belong on the same transaction. Import must be sorted  by this column prior to importing. 
CreditCard Bank/Credit account Y Alpha-numeric 100 Import either the full Account Name or the Account Number of the General Ledger Credit Card Account. See this article for more info.
Payee Payee N Alpha-numeric 100 If importing a sub-Vendor, must include the full name. See this article for more info.
TxnDate Payment date N Date N/A If no date is imported, transaction will be dated the day of the import.
Location Location N Alpha-numeric 100 May be set as Business, Department, Division, Location, Property, Store, or Territory in QBO Settings. However, the field will also be named Location in TPro mapping. if importing a sub-Location, see this article for more info.
AddressLine1   N Alpha-numeric 500 If the Vendor already exists in QBO, this info will be pulled from the Vendor Setup, if different data is not imported for this field.
AddressLine2   N Alpha-numeric 500 If the Vendor already exists in QBO, this info will be pulled from the Vendor Setup, if different data is not imported for this field.
AddressLine3   N Alpha-numeric 500 If the Vendor already exists in QBO, this info will be pulled from the Vendor Setup, if different data is not imported for this field.
AddressLine4   N Alpha-numeric 500 If the Vendor already exists in QBO, this info will be pulled from the Vendor Setup, if different data is not imported for this field.
AddressCity   N Alpha-numeric 255 If the Vendor already exists in QBO, this info will be pulled from the Vendor Setup, if different data is not imported for this field.
AddressState   N Alpha-numeric 255 If the Vendor already exists in QBO, this info will be pulled from the Vendor Setup, if different data is not imported for this field.
AddressPostalCode   N Alpha-numeric 30 If the Vendor already exists in QBO, this info will be pulled from the Vendor Setup, if different data is not imported for this field.
AddressCountry   N Alpha-numeric 255 If the Vendor already exists in QBO, this info will be pulled from the Vendor Setup, if different data is not imported for this field.
PrivateNote Memo N Alpha-numeric 4000  
Currency   N Alpha  3 Only available if multi-currency activated in QBO. Must match currencies pre-defined in QBO. It will default to Currency assigned the Vendor. If setting the Vendor up "on the fly," this field will be the assigned Currency.
ExchangeRate   N Numeric   For all currencies except for BITCOIN, the saved Exchange Rate for that currency in QBO must be used.
ExpenseAccount Category N Alpha-numeric 100 Import either the full Account Name or the Account Number. See this article for more info.
ExpenseDesc Description N Alpha-numeric 4000  
ExpenseAmount Amount N Alpha-numeric 11 Maximum value 99,999,999,999.
ExpenseBillableStatus Billable N Y or N N/A Default is False (unchecked). To check field, valid values are 1, t, true, y, or yes.
ExpenseBillableEntity Customer / Project N Alpha-numeric 100 Customer or Customer:Project name to be billed for expense. See this article for more info about importing Customer:Project.
ExpenseClass Class N Alpha-numeric 100 If importing a sub-Class, see this article for more info.
LineItem Product/Service N Alpha-numeric 100  
LineDesc Description N Alpha-numeric 4000  
LineQty Qty N Numeric 11 Maximum value 99,999,999,999. If importing an Inventory type, quantity is required.
LineUnitPrice Rate N Numeric 11 Maximum value 99,999,999,999.
LineAmount Amount N Numeric 11 Maximum value 99,999,999,999.
LineBillableStatus Billable N Y or N N/A Default is False (unchecked). To check field, valid values are 1, t, true, y, or yes.
LineBillableEntity Customer / Project N Alpha-numeric 100 Customer or Customer:Project name to be billed for expense. See this article for more info about importing Customer:Project.
LineClass Class N Alpha-numeric 100 If importing a sub-Class, see this article for more info.
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  • 24-Oct-2020
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