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Showing articles from Import tag

Common Issues Importing Locations into QuickBooks Online

COMMON ISSUE RESOLUTION Sub-Location Name Not Importing * Sub-Location Name must include full name with a colon between each level with no space on either side of the colon. * Example: LOCATION:SUB-LOCATION * See this [article ][1]for more info. [1]: https://support.transactionpro.com/kb/article/344-imp…

Common Issues Importing Terms into QuickBooks Online

COMMON ISSUE RESOLUTION Invalid data value for DayOfMonthDue * Valid values are 1 - 31

Common Issues Importing Employees into QuickBooks Online

COMMON ISSUE RESOLUTION Invalid Email Format * Email must be formatted [email protected] * Example: [email protected] Invalid Postal Code Value * Postal Code must be a minimum of five characters

CenterCard Employee Reimbursement Import into QuickBooks Online

**The following are instructions for importing the [CenterCard][1] Bill Report into QuickBooks Online using Transaction Pro Importer.** After downloading an Employee Expense Reimbursement Report from [CenterCard][1], log into Transaction Pro and select to IMPORT. ![][2] **CHOOSE IMPORT TYPE:** Select BILLS as your …

Common Issues Importing Classes into QuickBooks Online

COMMON ISSUE RESOLUTION Sub-Class Name Not Importing * Sub-Class Name must include full name with a colon between each level with no space on either side of the colon. * Example: CLASS:SUB-CLASS * See this [article ][1]for more info. [1]: https://support.transactionpro.com/kb/article/344-import-sub-leve…

CenterCard Credit Card Import into QuickBooks Online

**The following are instructions for importing the [CenterCard][1] Credit Card Report into QuickBooks Online using Transaction Pro Importer.** After downloading a Credit Card Report from [CenterCard][1], log into Transaction Pro and select to IMPORT. ![][2] **CHOOSE IMPORT TYPE:** Select CREDIT CARD CHARGES as your…

Term Import Fields for Transaction Pro Online

![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 31 To import Term be a Sub-Term of another Term, use format Term:Sub-Term DueDays Due in fixed number of days N Numeric 3 Due Date calculated by adding the specified number of d…

Location Import Fields for Transaction Pro Online

![][1] TPro Field Name QuickBooks Online Field Name Required Character Type Character Limit Notes Name Name Y Alpha-numeric 100 To import Location be a Sub-Location of another Location, use format Location:Sub-Location. [1]: https://hf-files-oregon.s3.amazonaws.com/hdptransactionpro_kb_attachments/2020…

Common Issues Importing Vendors into QuickBooks Online

COMMON ISSUE RESOLUTION Sub-Vendor Name Not Importing * Sub-Vendor Name must include full name with a colon between each level with no space on either side of the colon. * Example: VENDOR:SUB-VENDOR * See this [article ][1]for more info. Wrong Currency Imports * Multi-currency not turned on in QuickBook…

Common Issues Importing Customers into QuickBooks Online

COMMON ISSUE RESOLUTION Sub-Customer Name Not Importing * Sub-Customer Name must include full name with a colon between each level with no space on either side of the colon. * Example: CUSTOMER:SUB-CUSTOMER * See this [article ][1]for more info. Wrong Currency Imports * Multi-currency not turned on in Q…

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