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Showing articles from QB Company File tag

Connect QuickBooks Online Accountant to Transaction Pro

**QUESTION** How do I connect Transaction Pro to a client's QuickBooks Online if I am using the QuickBooks Online Accountant version? **RESOLUTION** Connecting a QuickBooks Online company to Transaction Pro through a QuickBooks Online Accountant version is the same as connecting directly to a QuickBooks Online comp…

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…

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 > OPEN OR RES…

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 be sure to r…

Connect Transaction Pro to QuickBooks Desktop

**QUESTION** How do you connect Transaction Pro to a QuickBooks Desktop company file? How do you connect Transaction Pro to multiple QuickBooks Desktop company files? **COMMON SCENARIO** Upon initial installation of Transaction Pro, the software must be connected to the QuickBooks company file that you wish to use…

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