Articles containing tag "Options"
Upgrade to Newest Version of Transaction Pro Importer
**Below are the steps to consider when updating from a previous version to a newer version of Transaction Pro Importer.** **Step 1: Make a note of any options that have been selected.** Open the QuickBooks company file and then launch the current Transaction Pro Importer. Select OPTIONS on the first screen of I...
Transaction Pro Importer Command Line Codes
**Transaction Pro Importer Command Line Codes** Some additional features exist for Transaction Pro Importer that are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a Command ...
Advanced Features Available for Receive Payment Imports into QuickBooks Desktop
This article will point out many options that are available within Transaction Pro Importer to use when importing Receive Payments into QuickBooks Desktop (QBDT). The options that will be explained are: 1. Customer Account Number Cross Reference 2. Command Line to Apply a Payment to Multiple Invoices 3. C...
Import Sales Receipts into QuickBooks Desktop
Retail type businesses, often times, use a Point of Sale (POS) system that does not integrate with QuickBooks Desktop (QBDT) and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized Sales Receipt into QBDT. A detailed article as t...
Transaction Pro Exporter Command Line Codes
**Transaction Pro Exporter Command Line Codes** Some additional features exist for Transaction Pro Exporter that are not included with the standard installation. These additional features can be accessed by adding Command Line Codes to the Transaction Pro properties. For more information about how to add a Command ...
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 Time Tracking into QuickBooks Desktop
**QUESTION** How is Time Tracking imported into QuickBooks Desktop (QBDT) using Transaction Pro Importer? **RESOLUTION** Payroll data can be imported from outside Time Clock and Scheduling applications into QBDT as a Time Tracking import using Importer. The data imports into Time/Enter Single Activity withi...
Upgrade to Newest Version of Transaction Pro Exporter Version
**Below are the steps to consider when updating from a previous version to a newer version of Transaction Pro Exporter.** **Step 1: Make a note of any map files that have been created.** Open up the QuickBooks company file and launch the current installed version of Transaction Pro Exporter. After selecting RET...
Options Available in Transaction Pro Importer for QuickBooks Online
**QUESTION** What Options are available to be used when importing using Transaction Pro Importer for QuickBooks Online (QBO)? **RESOLUTION** There are currently 19 Options available to be used with Importer, but the list of available Options continues to grow. To access all the Options, on the Preview a...
Import Bills and Checks with Amounts in Multiple Columns on Same Row
**QUESTION** If the multi-line transactions are in columns instead of rows when importing Bills or Checks into QuickBooks Desktop (QBDT), how can the transaction be imported with Transaction Pro Importer? **RESOLUTION** Importer has the option to import Bills and Checks as columns. These options are found o...