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Showing articles from Mapping tag

Import Credit Memos with To Be Printed Selected

**QUESTION** When importing Credit Memos, how is the option to Print Later selected? **RESOLUTION** When importing Credit Memos into QuickBooks Desktop (QBDT) using Transaction Pro Importer, a value of Y must be imported for the QB field TO BE PRINTED on the import map. A value of Y may also be entered as a static …

Saved Map Does Not Match One or More Fields

**MESSAGE** "Saved map does not match one or more fields from the current import file. Cannot load saved map. Please try loading the same file format used when creating the mapping or click the Load Map button to load a map for this file." **RESOLUTION** If this message is received when using Transaction Pro Import…

Upgrade to Newest Version of Transaction Pro Exporter Version

**Below are the steps to consider when updating from a previous version to a newer version of Transaction Pro Exporter.** **Step 1: Make a note of any map files that have been created.** Open up the QuickBooks company file and launch the current installed version of Transaction Pro Exporter. After selecting RETRIEVE…

File Formats Supported by Transaction Pro Importer for QuickBooks Desktop

**QUESTION** What file formats can be imported using Transaction Pro Importer into QuickBooks Desktop (QBDT)? **RESOLUTION** Below is a list of different file formats that will work with Importer to import into QBDT: * Excel files (all formats are supported from Office 2003 and forward including Office 365) * …

Online Data Dictionary: How Should My Data Be Mapped?

**QUESTION** How I should my data be mapped when importing into QuickBooks Online? **RESOLUTION** The attached Data Dictionary shows the types of lists and transactions that can be imported using Transaction Pro Importer into QuickBooks Online, as well as the available and required fields for each import type. Plea…

Use the Static Value / Formula Column in Transaction Pro Importer

**QUESTION** How is the Static Value / Formula column used on the mapping screen of Transaction Pro Importer? **RESOLUTION** The Static Value / Formula column within Importer can save time from manually manipulating the import file prior to importing into QuickBooks Desktop (QBDT). Below are some examples of how t…

Create a Map for Transaction Pro Importer Desktop

Transaction Pro Importer map files can be created to import transactions such as Invoices or Journal Entries and to import lists such as Price Levels, Customers, or Items into QuickBooks Desktop (QBDT). Below is a short video of the process. Be sure to watch the video in conjunction with the helpful tips that follow …

Upgrade to Newest Version of Transaction Pro Importer

**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 Import…

Desktop Data Dictionary: How Should My Data Be Mapped?

**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. Please do…

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