How to Import General Ledger Accounts on Transactions
**QUESTION** If importing a General Ledger Account on a transaction with Transaction Pro Importer, should the Account Name or the Account Number or both be used? **RESOLUTION** If using Account Numbers, the import data should include either the Account Name or Account Number but not both. If posting to a Sub-Accou…
Import Accounts Instead of Items on Sales Transactions into QuickBooks Online
**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 Online with Transaction Pro Importer? **RESOLUTION** In QuickBooks Online, Intuit does not allow a GL Account to be used on sales transactions.…
Transaction Line Detail is not Exporting
**QUESTION** When exporting transactions, why are the transaction lines (ie. Expense Accounts and/or Items) not also exporting? **RESOLUTION** If the detail lines of the transaction are not seen in the exported file, make sure that the box is not checked next to SUPPRESS TRANSACTION LINES. When this box is checked,…
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…
Transactions and Lists that Can Be Deleted from QuickBooks Online using Deleter
Below is a listing of all the supported transactions and lists that can be deleted from QuickBooks Online: * Accounts * Bills * Bill Payments * Credit Memos * Customers * Deposits * Estimates * Expenses * Invoices * Items * Journal Entries * Purchased Order * Receive Payments * Refund Rece…
Specify QuickBooks Template for Transaction
**QUESTION** Can the Template Name be specified when importing transactions with Transaction Pro Importer? **RESOLUTION** When importing with Importer, the Template Name can be specified or mapped to the Template field. If a template name is not specified when importing, the import will default to the last template…
Import Classes on QuickBooks Desktop Transaction
**QUESTION** Can Classes be imported into QuickBooks Desktop (QBDT) with Transaction Pro Importer on a transaction? **RESOLUTION** If the option to use Classes has been selected in QBDT Company Preferences under Accounting, then the Class field will be available in Importer to include on imported transactions. In …
Delete Transactions and Lists from QuickBooks using Transaction Pro Deleter
Transaction Pro Deleter is a great tool to use to assist in cleaning up an existing QuickBooks Desktop (QBDT) company file. With Deleter, the transaction type or list to be deleted along with either a date range or a reference number range can be selected. **NOTE: It is suggested that you use the Deleter while in Sin…
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…
You Must Specify a Transaction Amount that is 0 or Greater - QuickBooks Online
**MESSAGE** "You must specify a transaction amount that is 0 or greater." **RESOLUTION** When importing a transaction, the sum of all the lines of a transaction must equal an amount of zero or greater. Line items on the transaction can be a negative amount, but the total amount needs to be zero or greater. If less …
