Schedule QuickBooks Online Trial Balance Exports Using Transaction Pro Exporter
**QUESTION** Can a Trial Balance Report export be scheduled with Transaction Pro Exporter for QuickBooks Online? **RESOLUTION** When exporting the Trial Balance Report from QuickBooks Online with Exporter, there is the option to schedule future exports. The schedule can be one time or recurring. This option allows …
Common Issues Importing Locations into QuickBooks Online
COMMON ISSUE RESOLUTION Sub-Location Name Not Importing * Sub-Location Name must include full name with a colon between each level with no space on either side of the colon. * Example: LOCATION:SUB-LOCATION * See this [article ][1]for more info. [1]: https://support.transactionpro.com/kb/article/344-imp…
Common Issues Importing Terms into QuickBooks Online
COMMON ISSUE RESOLUTION Invalid data value for DayOfMonthDue * Valid values are 1 - 31
Common Issues Importing Employees into QuickBooks Online
COMMON ISSUE RESOLUTION Invalid Email Format * Email must be formatted [email protected] * Example: [email protected] Invalid Postal Code Value * Postal Code must be a minimum of five characters
Term Import Fields for Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 31 To import Term be a Sub-Term of another Term, use format Term:Sub-Term DueDays Due in fixed number of days N Numeric 3 Due Date calculated by adding the specified number of d…
Location Import Fields for Transaction Pro Online
![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Location be a Sub-Location of another Location, use format Location:Sub-Location. [1]: https://hf-files-oregon.s3.amazonaws.com/hdptransactionpro_kb_attachments/2020…
Common Issues Importing Classes into QuickBooks Online
COMMON ISSUE RESOLUTION Sub-Class Name Not Importing * Sub-Class Name must include full name with a colon between each level with no space on either side of the colon. * Example: CLASS:SUB-CLASS * See this [article ][1]for more info. [1]: https://support.transactionpro.com/kb/article/344-import-sub-leve…
Valid Values for Tax Exemption Reason for Customer Import into QuickBooks Online
Value For Exemption Reason 1 Federal government 2 State government 3 Local government 4 Tribal government 5 Charitable organization 6 Religious organization 7 Educational organization 8 Hospital 9 Resale 10 Direct pay permit 11 Multiple points of use 12 Direct mail 13 Agricultural production…
CenterCard Employee Reimbursement Import into QuickBooks Online
**The following are instructions for importing the [CenterCard][1] Bill Report into QuickBooks Online using Transaction Pro Importer.** After downloading an Employee Expense Reimbursement Report from [CenterCard][1], log into Transaction Pro and select to IMPORT. ![][2] **CHOOSE IMPORT TYPE:** Select BILLS as your …
Common Issues Importing Vendors into QuickBooks Online
COMMON ISSUE RESOLUTION Sub-Vendor Name Not Importing * Sub-Vendor Name must include full name with a colon between each level with no space on either side of the colon. * Example: VENDOR:SUB-VENDOR * See this [article ][1]for more info. Wrong Currency Imports * Multi-currency not turned on in QuickBook…
