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Showing articles from Options tag

Three Quick Steps to Eliminate Manual Data Entry to QuickBooks

Below are the three quick steps to eliminate manual data entry to QuickBooks by using Transaction Pro Importer. **Step 1: Identify where manual data entry is being done** Meet with all QuickBooks users and have them identify what they manually enter into QuickBooks. Then, have them estimate how much time every month…

Import Statement Charges into QuickBooks using Transaction Pro Importer

An overview is provided in this article on how to import Statement Charges into QuickBooks Desktop (QBDT) using Transaction Pro Importer. On the first screen of Importer, click the BROWSE button to select the import file and select STATEMENT CHARGE as the IMPORT TYPE. Then select the OPTIONS button, if any options ar…

Skip Duplicate Transactions with Matching Reference Numbers when Importing

**QUESTION** When importing, will Transaction Pro Importer skip transactions that already exist in QuickBooks Desktop (QBDT)? **RESOLUTION** By default, Transaction Pro Importer for QBDT does not skip transactions that already exist. However, there is an option to SKIP TRANSACTIONS WITH MATCHING REFERENCE NUMBERS t…

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: …

Create the Troubleshooting Log

**ISSUE** For troubleshooting purposes, the Troubleshooting Log in Transaction Pro Importer may be requested by Support. **RESOLUTION** Below are the steps to create the Troubleshooting Log. 1. Create a one line import file that can recreate the error message. 2. Verify that the latest version of Importer is b…

Powerful e‐Commerce Features Available for QuickBooks Sales Imports

Many businesses use online shopping carts such as Amazon, eBay, Etsy, Magento, Paypal, and Stripe, just to name a few. With this, there are a lot of additional charges such as Discounts, Shipping, Handling and Sales tax on these orders. Within Transaction Pro Importer for QuickBooks Desktop (QBDT), a whole tab in the …

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 RETRIEVE…

Filter Options for Transaction Pro Exporter

**QUESTION** What options exist for filtering or altering exported data from QuickBooks Desktop using Transaction Pro Exporter? **RESOLUTION** Transaction Pro Exporter has several filtering options available to be selected during the export process. _**SEARCH FILTER Tab**_ 1. Data can be selected by a NAME or R…

Import Amazon Sales into QuickBooks

**ISSUE** The ability to import discounts and shipping for Sales Receipts and Invoices from Amazon sales is needed. **RESOLUTION** In Transaction Pro Importer under OPTIONS on the E-COMMERCE tab, select the the e-Commerce option, which will add these additional fields to the mapping screen. **ISSUE** Amazon's ord…

General Ledger Account Formatting

**QUESTION** How do General Ledger Accounts need to be formatted in the import file when using Transaction Pro Importer with QuickBooks Online? **RESOLUTION** If Accounts are used in the import file, only the Account Name or the Account Number should be used, never both. If using Account Numbers, only the lowest S…

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