Print Components of Group Item on Imported Transaction
**QUESTION** Can the components of a Group Item be printed on a transaction that has been imported with Transaction Pro Importer for QuickBooks Desktop (QBDT)? **RESOLUTION** When a Group Item is imported on transaction import (Invoices, Sales Orders, Sales Receipts, etc), whether or not the components print on the…
Import Accounts Instead of Items on Sales Transactions into QuickBooks Online
**QUESTION** How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Online with Transaction Pro Importer? **RESOLUTION** In QuickBooks Online, Intuit does not allow a GL Account to be used on sales transactions.…
Customer Address Being Cleared on Import
**ISSUE** When importing Invoices or Sales Receipts, the Customer Address is being cleared. **RESOLUTION** Verify that the Option to CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING is not selected in the OPTIONS on the BASIC tab (see image below). ![][1] [1]: https://hf-files-oregon.s3.amazonaws.com/h…
Import Accounts Instead of Items on Sales Transactions
**QUESTION** How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Desktop (QBDT) with Transaction Pro Importer? **RESOLUTION** In QBDT, Intuit does not allow a GL Account to be used on sales transactions. Inst…
Sales Receipt Import Fields for Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes RefNumber Sales Receipt no Y Alpha-numeric 21 The Reference Number is the Invoice Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sor…
Customer or Vendor File is Being Updated with Address in Import File
**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 with Imp…
JOOR Sales Transaction Sales Receipt Import into QuickBooks Online
**Below are the instructions to import JOOR sales transactions into QuickBooks Online as a Sales Receipt using Transaction Pro Importer.** After downloading your sales file from [JOOR][1], log into QuickBooks Online. Log into Transaction Pro Importer and select to START IMPORT. ![][2] **CHOOSE IMPORT TYPE**: Selec…
JOOR Sales Transaction Sales Receipt Import into QuickBooks Desktop
**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 into Q…
Powerful e‐Commerce Features Available for QuickBooks Sales Imports
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 …
Import Undeposited Funds Deposits into QuickBooks Online
**QUESTION:** How are Deposit imports posted from Undeposited Funds when importing with Transaction Pro Importer into QuickBooks Online? **RESOLUTION:** When importing Deposits into QuickBooks Online with TPro Importer, Deposits can be posted from Undeposited Funds. However, the Receive Payment or Sales Receipt tra…
