Happy 2020 to all our Transaction Pro Customers!
Happy 2020 to all our Transaction Pro Customers!
Attached to the right-hand side of this article is an Excel workbook that contains all Sample Import Files for Transaction Pro Importer Desktop. Also attached to the right-hand side of this article is a zip file that contains the Sample Import Maps that coordinate with the Sample Import Files. ...
**MESSSAGE** Microsoft Access Database is Required **RESOLUTION** The Microsoft Access Database 2010 must be installed in order to allow Transaction Pro Importer to read Excel and Access files. Please follow the steps below to download and install the necessary file. * First, determine which version o...
**Below are the steps to consider when updating from a previous version to a newer version of Transaction Pro Importer.** **Step 1: Make a note of any options that have been selected.** Open the QuickBooks company file and then launch the current Transaction Pro Importer. Select OPTIONS on the first screen of I...
**QUESTION** How I should my data be mapped when importing into QuickBooks Desktop (QBDT)? **RESOLUTION** The attached Data Dictionary shows the types of lists and transactions that can be imported using Transaction Pro Importer into QBDT, as well as the available and required fields for each import type. P...
Please find the zipped files attached to this article (either on the right- hand side or below the article, depending on your browser view) and select the appropriate version to download and install of Transaction Pro Importer. These installations files are to be used for already purchased products with activation info...
**Transaction Pro Importer Command Line Codes** Some additional features exist for Transaction Pro Importer that are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a Command ...
**QUESTION** Can imports using Transaction Pro Importer with QuickBooks Desktop (QBDT) be scheduled/automated? **RESOLUTION** For more advanced users that would like to schedule imports into QBDT, a full command line interface exists that you can use to start the process even if the QBDT company file is not...
**QUESTION** Does Transaction Pro need to be installed on a Desktop or on a Server? **RESOLUTION** Previously, Transaction Pro for QuickBooks Desktop (QBDT) was sold in a Desktop Edition and a Server Edition. As of June 2019, all desktop purchases consist of a Server Edition of Transaction Pro that can be i...
**QUESTION** How does Transaction Pro Importer know when there are multiple detail lines on a transaction when importing into QuickBooks Desktop (QBDT)? **RESOLUTION** Importer knows how to group multiple lines onto the same transaction when importing transactions such as Invoices, Sales Receipt, Bills, et ...
**QUESTION** How do I activate my Transaction Pro Desktop product? **RESOLUTION** The first time that you use your Transaction Pro Desktop product, you will need to log-in to activate with the information provided in your confirmation email. Also, occasionally, you may need to re-log in, if your product rev...