Okay I will admit it I am a big sucker for anything related to my favorite office mate, my Cocker Spaniel, Teddy. You can see where he likes to hang out while I am working below. So when I saw a video on YouTube from Rocsy Bailey, a certified, virtual bookkeeper, on how she uses Transaction Pro Importer to import data from IDEXX Neo, a veterinary practice management software, I was hooked. Then I watched the video and Rocsy has a creative workaround (read more below). You should … [Read more...]
Supercharge your QuickBooks Online Imports with Transaction Pro Importer Options
Did you know that there are currently 19 options available on imports to QuickBooks Online using Transaction Pro Importer? Below we will discuss some reasons why you might want to consider implementing these options on your QuickBooks Online imports. You can access all the options on the Preview and Import page. Look for the COG Wheel at the upper right of the Transactions to Import data grid. When you select the options button you will see a screen displaying all the … [Read more...]
Hosting Your QuickBooks Company File in the Cloud – Interview with Skyline Cloud Services
Everywhere you turn, all you hear about is Cloud Accounting. There are a lot of advantages in moving your accounting to the Cloud which include: Anytime/Anywhere Access Minimal capital or IT resources required Automatic software updates However, in a prior article we discussed some considerations that you should think about before moving your QuickBooks desktop data to QuickBooks Online which included: Different or more limited functionality Retraining of staff members … [Read more...]
Converting from QuickBooks Enterprise to QuickBooks Online
We see many companies inquiring if and how they should convert their QuickBooks Enterprise Desktop company file to QuickBooks Online. The answer is yes this conversion can be accomplished with Intuit's built in conversion tools. Below are some of my suggested steps of how to go about the decision making process of moving to QuickBooks Online along with how to complete this process. This article was the result of a client of ours having questions about this conversion and Stacy Kildal and Woody … [Read more...]
Ledgersync and Transaction Pro Importer – Working Hand In Hand!
Please take a look at the great guest blog post from Maurice Berdugo of Ledgersync which solves a common pain point of getting financial PDF data from financial institutions into QuickBooks Desktop - Pro, Premier and Enterprise Editions. Read more below on how to alleviate data entry! Often we are asked- How can I get my historical bank/credit card data published into Quickbooks without having to use a complex PDF converter? Is there a tool that can make transaction import to … [Read more...]
New Product – Transaction Pro Exporter for QuickBooks Online
This month we released a new product, Transaction Pro Exporter for QuickBooks Online, which is available at no additional charge (aka "free") as part of our Transaction Pro Importer App. This tool will allow you to export transactions and lists from QuickBooks Online with flexible mapping options. Transactions and lists currently supported include: Bills Bill Payments Cash Purchases Checks Credit Card Charges Credit Card Credits Credit Memos Deposits Estimates … [Read more...]
Powerful e-Commerce Features Available on QuickBooks Sales Imports
Many business use online shopping carts such as Amazon, eBay, Etsy, Magento, PayPal and Stripe just to name a few. On these orders there are a lot of additional charges such as discounts, shipping, handling and sales tax. Within Transaction Pro Importer for QuickBooks we have provided a whole tab in the options section to help our users appropriately map all these elements of the sales transaction. These fields are available on estimates, invoices, sales receipts and sales orders. On the … [Read more...]
QuickBooks Online Features You Should Consider Using
We work with a lot of small businesses around the world helping them eliminate manual data entry into their QuickBooks Online company file by using our Transaction Pro Importer. When talking with these small business owners often times we discover they are not taking advantage of all the features within QuickBooks Online. Class and Location Tracking You can use class and location fields on transactions in QuickBooks Online so you can determine where your business is … [Read more...]
QuickBooks Import Tip: How to set a sales tax amount on a line item of the sales transaction
When manually entering sales transactions such as Invoices, Sales Orders or Sales Receipts into QuickBooks we let QuickBooks calculate the total amount of the sales tax based upon the taxable status of the item and customer and the sales tax item. QuickBooks calculates the amount on the sales transaction behind the scenes and then posts this amount in the footer of the transaction. However, often items when importing sales transactions from e-commerce platforms or shopping carts the sales tax … [Read more...]
Jump Start Guide on QuickBooks Online Imports
We offer an easy but powerful import tool called Transaction Pro Importer which will allow you to import the lists and transactions listed below from Excel or comma separated files into QuickBooks Online. Please note that transactions and listed first alphabetically and then the lists supported start towards the bottom of this list. Bank Statements Bill Payments Bills Checks Credit Card Charges Credit Card Credits Credit Memos Deposits Estimates Invoices … [Read more...]
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