Retail type businesses, often times, use a Point of Sale (POS) system that does not integrate with QuickBooks Desktop (QBDT) and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized Sales Receipt into QBDT. A detailed article as t...
**QUESTION** What are some of the common uses for a Sales Receipt into QuickBooks Online (QBO) with Transaction Pro Importer? **RESOLUTION** Some of the most common uses for a Sales Receipt import into QBO are: * Importing completed orders from an e-commerce platform * Importing sales receipts trans...
**QUESTION** Can Custom Fields be imported into QuickBooks Online (QBO) using Transaction Pro Importer? **RESOLUTION** Yes, Custom Fields can be imported into QBO using Importer. Custom Fields are supported in QBO for the following transaction types: * Invoices * Sales Receipts * Refund Receip...
**QUESTION** What import types that should be used when importing sales into QuickBooks? **RESOLUTION** Below are brief descriptions how Sales Receipts, Invoices and Deposits work in QuickBooks. **QuickBooks Sales Receipts** Sales Receipt should be selected as an import type when the Customers pay a...
**ISSUE** The ability to import discounts and shipping for Sales Receipts and Invoices from Amazon sales is needed. **RESOLUTION** In Transaction Pro Importer under OPTIONS on the E-COMMERCE tab, select the the e-Commerce option, which will add these additional fields to the mapping screen. **ISSUE** ...
**QUESTION** How should an Excel file be formatted so that there will be multiple lines in the description instead of the description wrapping when imported into QuickBooks Online (QBO)? **RESOLUTION** In the Excel file, enter the full description in the cell. Then, place the cursor right before the first c...
Many businesses use online shopping carts such as Amazon, eBay, Etsy, Magento, Paypal, and Stripe, just to name a few. With this, there are a lot of additional charges such as Discounts, Shipping, Handling and Sales tax on these orders. Within Transaction Pro Importer for QuickBooks Desktop (QBDT), a whole tab in the O...
**Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Receipt using Transaction Pro Importer .** **A sample map file is attached on the right-hand side of the screen to use with your JOOR Sales Receipt Import** After downloading your order file from JOOR, log i...
**QUESTION:** How are Deposit imports posted from Undeposited Funds when importing with Transaction Pro Importer into QuickBooks Online (QBO)? **RESOLUTION:** When importing Deposits into QBO with TPro Importer, Deposits can be posted from Undeposited Funds. However, the Receive Payment or Sales Receipt tr...
**ISSUE** When importing Invoices or Sales Receipts with Transaction Pro Importer and the Customer's address is different from the default address that has been setup in the Customer file in QuickBooks Desktop (QBDT), the Customer file is updated with the imported address. OR When importing Bills or Checks ...