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Showing articles from Tips and Tricks tag

Import Fees on PayPal Transactions with Transaction Pro Importer for QuickBooks Online

**QUESTION** How can fees on PayPal transactions be imported? **RESOLUTION** The download file from PayPal has the gross amount and the PayPal fees listed on one line. However, in Transaction Pro Importer, only one item can be mapped per line. The workaround for this is to import the Gross Amount as a Product/Servi…

Import Cash Purchases into QuickBooks Online

**QUESTION** What are some common uses for a Cash Purchases import into QuickBooks Online with Transaction Pro Importer? **RESOLUTION** Some of the most common uses for a Cash Purchase import are listed below: * Importing transactions from a debit card * Importing monthly or daily activity from another account…

Three Quick Steps to Eliminate Manual Data Entry to QuickBooks

Below are the three quick steps to eliminate manual data entry to QuickBooks by using Transaction Pro Importer. **Step 1: Identify where manual data entry is being done** Meet with all QuickBooks users and have them identify what they manually enter into QuickBooks. Then, have them estimate how much time every month…

Import Statement Charges into QuickBooks using Transaction Pro Importer

An overview is provided in this article on how to import Statement Charges into QuickBooks Desktop (QBDT) using Transaction Pro Importer. On the first screen of Importer, click the BROWSE button to select the import file and select STATEMENT CHARGE as the IMPORT TYPE. Then select the OPTIONS button, if any options ar…

Import Deposits to QuickBooks Online

**QUESTION** What are some common uses for a Deposit import into QuickBooks Online with Transaction Pro Importer? **RESOLUTION** Some of the most common uses for a Deposit import are listed below: * Recording donations from an online web app * Recording daily activity from a Point of Sale (POS) system * Impo…

File Formats Supported by Transaction Pro Importer for QuickBooks Online

**QUESTION** What file formats are supported to be imported with Transaction Pro Importer into QuickBooks Online? What other file requirements are there for importing into QuickBooks Online with Importer? **RESOLUTION** The following file formats can be imported with Importer into QuickBooks Online: * Excel 365 …

Clean Up QuickBooks Company File for New Year using Transaction Pro Products

**QUESTION** How can Transaction Pro be used to clean up a QuickBooks company file for the New Year? **RESOLUTION** Below are some examples on how to utilize Transaction Pro Importer, Transaction Pro Exporter, and Transaction Pro Deleter to start off the new year with a cleaner QuickBooks Desktop (QBDT) company fil…

Import Multi-Lined Descriptions

**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? **RESOLUTION** In the Excel file, enter the full description in the cell. Then, place the cursor right before the first character that …

Use Deleter to Reduce QuickBooks Company File Size

**QUESTION** How can Transaction Pro Deleter be used to reduce a QuickBooks Desktop (QBDT) company file size? **RESOLUTION** Deleter can be used to remove unneeded transactions, but it can also be used to reduce ever growing QB data file sizes. After deleting the transactions, these additional steps need to be per…

Import Credit Card Charges into QuickBooks Online

**QUESTION** What are some helpful tips to know when importing Credit Card Charges into QuickBooks Online with Transaction Pro Importer? **RESOLUTION** Below are some helpful tips to keep in mind regarding the most common issues that occur when importing Credit Card Charges into QuickBooks Online with Importer. …

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