Articles containing tag "Lists"
Create a New QuickBooks Company File using Transaction Pro Importer
**QUESTION** Can I use Transaction Pro Importer to set up a new QuickBooks Desktop (QBDT) company file? **RESOLUTION** Yes, several companies have used Importer to migrate data from a different accounting application into QBDT or to start a new company file at the beginning of the year in QBDT. Please b...
Update QuickBooks Desktop List with Transaction Pro
**QUESTION** How can existing lists in QuickBooks Desktop (QBDT) be updated using Transaction Pro? **RESOLUTION** Existing lists can be updated using Transaction Pro Importer and Transaction Pro Exporter. Exporter can be used to export the current data into Excel to make the necessary updates and then Impor...
Delete Transactions and Lists from QuickBooks using Transaction Pro Deleter
Transaction Pro Deleter is a great tool to use to assist in cleaning up an existing QuickBooks Desktop (QBDT) company file. With Deleter, the transaction type or list to be deleted along with either a date range or a reference number range can be selected. Below is an example showing how to use Deleter to delete tr...
This Key is Already Associated with an Element in QBO
**MESSAGE** "This key is already associated with an element of this collection" **RESOLUTION** Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Product and Service) that is being added. The issue is most likely caused by the scenario below: Cust...
Do Not Auto-Create List Items when Importing
**QUESTION** Is there an Option to control as to whether or not list items are auto-created when importing into QuickBooks Online (QBO) using Transaction Pro Importer? **RESOLUTION** Yes, Importer has the Options available to tell QBO to not auto-create list items during an import. The list items include: A...
Special Characters in Account Names
**QUESTION** Will Transaction Pro Importer import Account Names with special characters? **RESOLUTION** QuickBooks does not allow for any non ASCII characters in any list name. ...
Transactions and Lists that Can Be Deleted from QBO using Deleter
Below is a listing of all the supported transactions and lists that can be deleted from QuickBooks Online (QBO): * Accounts * Bills * Bill Payments * Credit Memos * Customers * Deposits * Estimates * Expenses * Invoices * Items * Journal Entries * Purchased Order * Receive Payments * Ref...
Create New Name During Journal Entry Import
**QUESTION** How can Transaction Pro Importer create a new name (Customer, Vendor, or Employee) during a Journal Entry import into QuickBooks Desktop (QBDT)? **RESOLUTION** By default, Importer does not create new names when importing Journal Entries. However, by using the command line /JE_NAME, Importer wi...
Special Characters in Account Names in QBO
**QUESTION** Will Transaction Pro Importer import account names with special characters? **RESOLUTION** QuickBooks does not allow for any non ASCII characters in any list name. For more information about acceptable characters that can be used in QBO, please refer to this Intuit [ARTICLE][1]. [1]: https:...