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Showing articles from Sales Orders tag

Print Components of Group Item on Imported Transaction

**QUESTION** Can the components of a Group Item be printed on a transaction that has been imported with Transaction Pro Importer for QuickBooks Desktop (QBDT)? **RESOLUTION** When a Group Item is imported on transaction import (Invoices, Sales Orders, Sales Receipts, etc), whether or not the components print on the…

Import Accounts Instead of Items on Sales Transactions

**QUESTION** How can a sales transaction such as Estimate, Invoice, or Sales Receipt post to a General Ledger (GL) Account instead of an Item when importing into QuickBooks Desktop (QBDT) with Transaction Pro Importer? **RESOLUTION** In QBDT, Intuit does not allow a GL Account to be used on sales transactions. Inst…

JOOR Sales Transaction Sales Order Import into QBDT

**Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Order using Transaction Pro Importer.** **A sample map file is attached on the right-hand side of the screen to use with your JOOR Sales Order Import.** After downloading your order file from JOOR, log into QBDT.…

Powerful e‐Commerce Features Available for QuickBooks Sales Imports

Many businesses use online shopping carts such as Amazon, eBay, Etsy, Magento, Paypal, and Stripe, just to name a few. With this, there are a lot of additional charges such as Discounts, Shipping, Handling and Sales tax on these orders. Within Transaction Pro Importer for QuickBooks Desktop (QBDT), a whole tab in the …

Link Invoices to Sales Order When Importing

**QUESTION** How can an open Sales Order be linked to an Invoice during import? **RESOLUTION** Transaction Pro Importer can link an open Sales Order to an imported Invoice with the use of the command line /INVOICESO=1 The information below discusses this option as well as some additional steps to be taken for this…

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