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...]
QuickBooks Sales Import – Frequently Asked Questions…
In no specific order are some of the most common questions that we receive from customers when creating their first sales import (invoices, sales orders or sales receipts) into QuickBooks Pro, Premier or Enterprise using Transaction Pro Importer ("TPI"). If you do not already have a copy of TPI you can learn more here. Question 1: Can I import a sales transaction that has multiple lines? Yes you can just make sure each line of the same transaction has the same value (eg transaction id) … [Read more...]
7 Questions to Consider in Your Quest for the Perfect Payroll Service
We are honored to have a guest blog post from Payroll Ace, Lisa Galletti, with some great tips on how to choose a payroll service. Don't worry if you select a payroll company that does not have an integration to QuickBooks or QuickBooks Online you can use out Transaction Pro Importer to import the payroll data into QuickBooks. Read the Payroll Ace's tips below. What comes to mind when you think of payroll? Do you instantly feel frustrated and overwhelmed by the monotony and complexity of … [Read more...]
Ten QuickBooks Advanced Export Options
Ever have a need to get certain data out of QuickBooks Pro, Premier or Enterprise in a specified format? Check out our Transaction Pro Exporter for QuickBooks which is a quick and easy way to customized your data exports from QuickBooks. Below are ten advanced options available with Transaction Pro Exporter for QuickBooks. Below are some screen shots with the ten options high-lighted. Option 1: Reports! Not only can you export virtually all transactions and lists that exist in … [Read more...]
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