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Showing articles from Bank Statement tag

Bank Statement Import Fields for Transaction Pro Online

![][1] ![][2] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes TxnDate Date (Deposit) Payment date (Check) N Date N/A If no date is imported, transaction will be dated the day of the import. PrivateNote Memo (Deposit) Memo (Check) N Alpha-numeric 4000 Curr…

Use Aliases with Transaction Pro Imports for QB Desktop

**QUESTION** When importing Credit Card Charges, how can the Vendor names on the Credit Card Statement be matched to the Vendor names that already exist in QuickBooks Desktop (QBDT)? **ANSWER** Transaction Pro (TPro) Importer for QBDT has an ALIASES option that allows names to be matched between the import file and…

Import Bank Statements or Bank Transactions

**QUESTION** Can Bank Transactions (Deposits and Checks) be imported together into QuickBooks Desktop (QBDT) with Transaction Pro Importer? **RESOLUTION** Both Deposits and Checks can be imported together in a single import as a Bank Statement import into QBDT with Importer. Below are some formatting information f…

Import Bank Statements into QuickBooks Online

**QUESTION** Can Bank Transactions (Deposits and Checks) be imported together into QuickBooks Online with Transaction Pro Importer? **RESOLUTION** Both Deposits and Checks can be imported together in a single import as a Bank Statement import type into QuickBooks Online with Importer. Below are some formatting inf…

How to Import PDFs of Bank or Credit Card Statements

**ISSUE** Most financial institutions will keep a few months of activity on their website for account holders to download as either an Excel or .csv file. What happens, however, if data is needed to be imported that is not available to download from the financial institution's website in one of Transaction Pro's acce…

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