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Showing articles from Items 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…

Product and Service Import Fields for Transaction Pro Online

**TYPE: INVENTORY** ![][1] **TYPE: NONINVENTORY** ![][2] **TYPE: SERVICE** ![][3] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Product & Service item into a Category, import Category:Name for the Name field. Type T…

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…

The Item History Could Not Be Locked

**QUESTION** "The item history could not be locked" **RESOLUTION** This message appears because one of the Items in the import file is being edited in the QuickBooks company file while the import is being processed. Once this Item is saved or closed in QB, the message will not appear.

Do Not Add Options in Transaction Pro Importer for QuickBooks Desktop

**QUESTION** Is there a way to stop Transaction Pro Importer from setting up new Customers in QuickBooks Desktop (QBDT) during import? **RESOLUTION** Yes, there are options in Transaction Pro Importer to prevent new list items (Accounts, Customers, Employees, Items, and Vendors) during import. These options can be …

Import Unit of Measure for Items into QuickBooks Desktop

**QUESTION** When importing the Item List into QuickBooks Desktop (QBDT) using Transaction Pro (TPro) Importer, what name needs to be used for the Unit of Measure (UOM)? **RESOLUTION** When importing the Item List, the UOM in the import file needs to be the U/M Set Name in QBDT. The UOM also needs to be set up in Q…

This Key is Already Associated with an Element in QuickBooks Online

**MESSAGE** "This key is already associated with an element of this collection" **RESOLUTION** Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Product and Service) that is being added. The issue is most likely caused by the scenario below: Customer name in t…

Transfer Inventory Quantities to New QuickBooks Company File

**QUESTION** How can Inventory Item quantities be transferred to a new QuickBooks Desktop (QBDT) company file using Transaction Pro products? **RESOLUTION** Please follow the steps below to transfer current Inventory Item quantities to a new QBDT company file. 1. Use Transaction Pro Exporter to export the entire…

Do Not Auto-Create List Items when Importing

**QUESTION** Is there an Option to control as to whether or not list items are auto-created when importing into QuickBooks Online using Transaction Pro Importer? **RESOLUTION** Yes, Importer has the Options available to tell QuickBooks Online to not auto- create list items during an import. The list items include: …

Importing Group Items into QuickBooks using Transaction Pro Importer

Often times, a business will set up Group Items in QuickBooks Desktop (QBDT) to simplify the data entry for multiple Items that are frequently sold together. This enables the person creating the form to enter the name of the Group Item and allow QB to fill in the details for all the Items in that Group. This article …

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