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Showing articles from Options tag

Export Positive Pay File with Transaction Pro Exporter

**QUESTION** Can a Positive Pay file be exported from QuickBooks Desktop (QBDT) with Transaction Pro that can be sent to my financial institution? **RESOLUTION** In an effort to reduce fraudulent paper checks, most financial institutions offer a Positive Pay system that allows banks to match checks presented to che…

Blank Transaction Number When Auto Assign Option Selected

**ISSUE** After selecting the Option for QuickBooks Online to AUTO ASSIGN the transaction number and importing the transaction with Transaction Pro Importer, the transaction number field is blank in QuickBooks Online. **RESOLUTION** If a transaction number is not auto assigned even when the Option to have QuickBook…

Let QuickBooks Online Assign the Next Transaction Number during Import

**QUESTION** How can the next transaction number in QuickBooks Online be used when importing a transaction with Transaction Pro Importer? **RESOLUTION** If the transaction number is not in the import file or if it is preferred to let QuickBooks Online use the next transaction number in the current numbering sequenc…

Add User Defined Fields to Transaction Pro Exporter

**QUESTION** Can additional User Defined Fields (UDFs) be added to an export with Transaction Pro Exporter for QuickBooks Desktop (QBDT)? **RESOLUTION** Often times when exporting a file to send to another party, additional data columns will be needed for static value such as to add a company identifier or other in…

Customer Address Being Cleared on Import

**ISSUE** When importing Invoices or Sales Receipts, the Customer Address is being cleared. **RESOLUTION** Verify that the Option to CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING is not selected in the OPTIONS on the BASIC tab (see image below). ![][1] [1]: https://hf-files-oregon.s3.amazonaws.com/h…

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 …

Cross-Reference Option for Customers and Vendors

**QUESTION** How does the cross-reference option work for Customers and Vendors when importing into QuickBooks Desktop (QBDT) with Transaction Pro (TPro) Importer? **RESOLUTION** In QBDT, Customers and Vendors are organized by Name. However, other databases or services that may be imported may use a Customer or Ven…

Address Lines Being Duplicated on QuickBooks Imported Transactions

**ISSUE** After importing transactions with Transaction Pro Importer for QuickBooks Desktop (QBDT), the address box is showing duplicated address lines in QBDT. **RESOLUTION** Select CLEAR TRANSACTION BILL TO/SHIP TO ADDRESS WHEN IMPORTING on the BASIC tab under OPTIONS on the first window of Importer. Selecting th…

Customer or Vendor File is Being Updated with Address in Import File

**ISSUE** When importing Invoices or Sales Receipts with Transaction Pro Importer and the Customer's address is different from the default address that has been setup in the Customer file in QuickBooks Desktop (QBDT), the Customer file is updated with the imported address. OR When importing Bills or Checks with Imp…

Import Refund Receipts into QuickBooks Online

**QUESTION** How can a Refund Receipt be imported into QuickBooks Online using Transaction Pro Importer? **RESOLUTION** Refund Receipts can be imported into QuickBooks Online using Importer. A Refund Receipt is a posting transaction that is used when reimbursing a customer's money. Some important formatting consid…

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