Working in QuickBooks Online While Importing
**QUESTION** Can users continue to work in QuickBooks Online while importing with Transaction Pro Importer? **RESOLUTION** Yes, multiple users can be working in QuickBooks Online while processing imports with Importer.
User Types for Transaction Pro Online
**QUESTION** What are the user types/roles for the online version of Transaction Pro? **RESOLUTION** In the online version of Transaction Pro, there are three user types/roles: 1. Owner: * The original user that setup the Transaction Pro subscription. * There is only one Owner user per subscription. …
Working in QuickBooks Desktop While Importing
**QUESTION** Can users continue to work in QuickBooks Desktop while importing with Transaction Pro Importer? **RESOLUTION** Because Importer uses the QB Software Development Kit (SDK), multiple users can be working in QB while importing. Also, QB does not need to be in single- user mode when processing imports with…
Add or Delete Users from Online Subscription Account
**QUESTION** How do I add or delete users from my online subscription account for Transaction Pro? **RESOLUTION** The ADMIN user of the online subscription is the only one that can add or remove PARTICIPANT users for the subscription. Below are the steps for adding or deleting a PARTICIPANT USER: * From the mai…
Manage Users in Transaction Pro Online
**QUESTION** How are users added or removed in Transaction Pro for QuickBooks Online? **RESOLUTION** ******Please note that only the user that connected Transaction Pro to the QuickBooks Online company can access Transaction Pro from the MY APPS section within QuickBooks Online. All other users will need to go to […
Set Up Multiple Users to Access a Server Installation of Transaction Pro
**QUESTION** How do multiple users access Transaction Pro when it is installed on a server? **RESOLUTION** _**Version 8**_ Version 8 is a per user license. Transaction Pro will need to be installed on the same server as the QuickBooks application is installed and launches. A shortcut needs to be created on each us…
