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Showing articles from Tips and Tricks tag

Import Bill Payments into QuickBooks Online

**QUESTION** What are some helpful tips to know when importing Bills 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 Bill Payments into QuickBooks Online with Importer. * The following fiel…

Useful Excel Formulas and Tips to Use with Imports and Exports

Transaction Pro Importer and Transaction Pro Exporter both support the use of Excel files. Below are some tips and common features that can be used with Excel import or export files: 1. **Drop Down Lists: **This can be helpful when having users do data entry and want to be sure that a valid customer, item etc is u…

Ten Advanced Transaction Pro Exporter Options

Below are the ten Advanced Options available in Transaction Pro Exporter for QuickBooks Desktop (QBDT). **Option 1: Reports.** Not only you can export transactions and lists that exist in QBDT, but the following reports can also be exported: * Journal Report * Payroll Detail Report * Transaction Detail Report …

Helpful QuickBooks Keyboard Shortcuts

There are several QuickBooks keyboard shortcuts that are available to QuickBooks Desktop (Pro, Premier and Enterprise) users to help speed up performing common tasks. The below are some shortcuts that may be helpful to Transaction Pro Importer users. **F2 Function Key for Windows / COMMAND + 1 for Mac: Product Inform…

Import Checks into QuickBooks Online

**QUESTION** What are some common uses for a Check import into QuickBooks Online with Transaction Pro Importer? **RESOLUTION** Some of the most common uses for a Check import are listed below: * Importing Payroll Data after each payroll * Importing Check activity that was processed through a third party billin…

Item Assembly Import – Tips and Tricks

Item Assemblies can save a lot of time in QuickBooks Desktop (QBDT). Transaction Pro Importer can be used to import Item Assemblies into QBDT. The data in the import file, though, must meet the requirements of QBDT. Below are some tips for ensuring the import file contains the necessary information to allow a successf…

Import Bills into QuickBooks Online

**QUESTION** What are some helpful tips to know when importing Bills 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 Bills into QuickBooks Online with Importer. * When importing a Bill, the…

Open up a QuickBooks IIF file in Excel

**QUESTION** Can a QuickBooks IIF file be opened in Excel? **RESOLUTION** The following steps allows an IIF file to be opened in Excel. 1. Save the IIF file locally 2. Open Microsoft Excel and in Excel, select FILE > OPEN 3. In the drop down for file type, change to ALL FILES (*.*) 4. Browse and select the…

Import Sales Receipts to QuickBooks Online

**QUESTION** What are some of the common uses for a Sales Receipt into QuickBooks Online with Transaction Pro Importer? **RESOLUTION** Some of the most common uses for a Sales Receipt import into QuickBooks Online are: * Importing completed orders from an e-commerce platform * Importing sales receipts transact…

Import Sales Receipts into QuickBooks Desktop

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 …

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