**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...
**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...
**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...
**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...
**QUESTION** How do I connect Transaction Pro to a client's Quickbooks Online (QBO) if I am using the QuickBooks Online Accountant (QBOA) version? **RESOLUTION** Connecting a QBO company to Transaction Pro through a QBOA version is the same as connecting directly to a QBO company with one exception. When the Intuit...