Articles containing tag "QB Company File"
Connect Transaction Pro to QuickBooks Desktop
**QUESTION** How is a Transaction Pro product connected to QuickBooks Desktop (QBDT)? **RESOLUTION** Before launching Transaction Pro (Importer, Exporter, or Deleter) for the first time, open the QBDT company file to which the Transaction Pro product is to be connected. For the initial connection, the u...
Create a New QuickBooks Company File using Transaction Pro Importer
**QUESTION** Can I use Transaction Pro Importer to set up a new QuickBooks Desktop (QBDT) company file? **RESOLUTION** Yes, several companies have used Importer to migrate data from a different accounting application into QBDT or to start a new company file at the beginning of the year in QBDT. Please b...
Create a Copy of a QuickBooks Company File
**QUESTION** How is a copy of a QuickBooks Desktop (QBDT) company file create? **RESOLUTION** Creating a copy of a QBDT company file can be useful for testing with Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter. To create a copy of a QBDT company file: * Choose FILE...
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 nee...
Connect QBO Accountant to Transaction Pro
**QUESTION** How do I connect to Transaction Pro if I am using the QuickBooks Online Accountant version? **RESOLUTION** Transaction Pro subscription to QuickBooks Online company ratio must be 1:1. Thus, you will need a separate subscription of Transaction Pro for each client QBO company, as well as your own, that...