Articles containing tag "Items"
Import Custom Fields on Transactions and List Items in QuickBooks Desktop
**QUESTION** How is data imported into Custom Fields when importing using Transaction Pro Importer? **RESOLUTION** Data may be imported into Custom Fields in QuickBooks Desktop (QBDT) by selecting the Option in Importer. Below is how to activate this Option. * On the first screen of Importer, select t...
Import Sub-Levels for Customers, Vendors, Classes, Items, or Accounts
**QUESTION** If importing Sub-Levels for Customers, Vendors, Classes, Items, or Accounts into QuickBooks Desktop (QBDT) using Transaction Pro Importer, how do they need to be formatted? **RESOLUTION** **Format for Customers** If the Customer import file contains Sub-Customers or Jobs, both the main Cust...
This Key is Already Associated with an Element in QuickBooks Desktop
**MESSAGE** "This key is already associated with an element of this collection (Error #457)" **RESOLUTION** Check the import file to see if there are extra spaces in the list name (Customer, Vendor, Employee, or Item) that is being added. The issue is most likely caused by the scenario below: Custom...
Update QuickBooks Desktop List with Transaction Pro
**QUESTION** How can existing lists in QuickBooks Desktop (QBDT) be updated using Transaction Pro? **RESOLUTION** Existing lists can be updated using Transaction Pro Importer and Transaction Pro Exporter. Exporter can be used to export the current data into Excel to make the necessary updates and then Impor...
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 articl...
This Key is Already Associated with an Element in QBO
**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: Cust...
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 (QBO) using Transaction Pro Importer? **RESOLUTION** Yes, Importer has the Options available to tell QBO to not auto-create list items during an import. The list items include: A...
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. ...
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 transactio...
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...