QuickBooks Importer Exporter Tips
In this post we will provide an overview of how to import invoices into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and are Read More
The Intuit App Center for QuickBooks Online is a tremendous resource for many QuickBooks Online users. Unfortunately, as this is a newer platform Intuit has not yet made all fields and transaction types available to developers. However, Intuit continues to add to the Intuit App Center so over time we expect to see more fields Read More
With Transaction Pro Importer for QuickBooks Online you have the flexibility of either using account names or account numbers on your transaction imports. This post will describe how the accounts need to be formatted in your import file. You need to either use names or numbers in your import file and not both. Account Names Read More
You can easily skip duplicate transactions in QuickBooks with the new data in your import file using Transaction Pro Importer 5.0. On the first screen of Transaction Pro select the options button. Then on the basic tab select the option, Skip transactions with matching reference numbers (i.e. Invoice #, Check #) in QuickBooks. If a Read More
In this post we will provide an overview of how to import deposits into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and are Read More
Often times business utilize SQL Server applications to manage their day to day operations and need an easy way to transfer or import this data into their QuickBooks company file. This article will give you some tips on how to automate the import process once you have had several successful manual imports. You will find Read More
In this post we will provide an overview of how to import credit card charges into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program Read More
Want a fast and easy way to import your invoice transactions into QuickBooks Online? This application is on Intuit’s newest platform, the Intuit App Center. There is a free trial available here. As long as your data is in an Excel or CSV file you can use Transaction Pro Importer for QuickBooks Online to upload these Read More
In this post we will provide an overview of how to import checks into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and are Read More
One of our users of Transaction Pro Importer for QuickBooks Online, Pump Me Out, was recently the subject of an Intuit Small Business article on how they use the Intuit App Center. You can read the full article here. The owners of Pump Me Out like to use QuickBooks Online and the Intuit App Center Read More
In this post we will provide an overview of how to import bill payments into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and Read More
Often times business utilize Microsoft Access to manage their day to day operations and need an easy way to transfer or import this data into their QuickBooks company file. This article will give you some tips on how to automate the import process once you have had several successful manual imports. You will find all Read More
This week we added the serial number and lot tracking fields to Transaction Pro Importer 5.o for QuickBooks. These fields are available to those QuickBooks users that are using QuickBooks Enterprise 12 and have a subscription to Advanced Inventory. Make sure you have enable either serial or lot tracking in QuickBooks preferences under Items and Read More
In this post we will provide an overview of how to import your customer list into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program Read More
In this post we will provide an overview of how to import bills into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and are Read More
In the fourth quarter of 2011 we came out with our newest version of Transaction Pro Exporter for QuickBooks – Version 5. Based on user feedback we have added the following new features. Advanced Filtering Capability: Now you can also filter your exports by Cash or Accrual, Names (eg Customer, Employee, Other or Vendor), Accounts, Read More
In this post we will provide an overview of how to import sales receipts into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and Read More
Want a fast and easy way to import your check transactions into QuickBooks Online? This application is on Intuit’s newest platform, the Intuit App Center. There is a free trial available here. As long as your data is in an Excel or CSV file you can use Transaction Pro Importer for QuickBooks Online to upload these Read More
In addition to the three tabs of options available with Transaction Pro Importer 5.0 for QuickBooks (“TPI”) there are also many more options/features available via our advanced command line parameters. These are very easy to enable and you can read more about all of the command line parameters available on our support forum. We will Read More
This blog post will briefly describe how to import your price levels into QuickBooks using Transaction Pro Importer for QuickBooks (“TPI”). Please note that TPI will create new price levels or will update existing price levels in QuickBooks. Price Level Overview Price levels can be a big time saver for many QuickBooks users. To find Read More
In this post we will provide an overview of how to import journal entries into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and Read More
For users new to importing data into QuickBooks it can sometimes be overwhelming to find the best method or tool to get the job done. In this blog post we are going to explain the various ways to import data into QuickBooks Pro, Premier or Enterprise. I can come up with four different ways of Read More
In this post we will provide an overview of how to import invoices into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and are Read More
Tracking sales tax in QuickBooks can be cumbersome so that is why we have at least three ways that you can use Transaction Pro Importer 5.0 to accurately reflect your sales tax. Below we will discuss the various options. Option 1: Let QuickBooks calculate the tax for you. If you already have the customers and Read More
Do you use custom fields in your QuickBooks company file? Did you know that you can import data to any of these custom fields with Transaction Pro Importer 5.0? In this post we will show you how to import data into the custom fields. If you do not use custom fields today you should consider Read More
Based on our users valuable feedback we have provided a new licensing scheme in Transaction Pro Importer 5.0 that is internet based. There are several advantages of this new system: You will no longer need to have access to the original computer to transfer the license. So if your computer crashes all you need Read More
Transaction Pro Importer 5.0 for QuickBooks will allow you to easily import your item assemblies into QuickBooks. In QuickBook, item assemblies contain a bill of materials which is a list of all the component items that are included in this item. The component items can only be of the following types: other inventory Read More
Updated February 7, 2012: Added a section: If you want to import the Gross Amount of the Transaction and the PayPal Fees Make the Changes Below We find that many businesses use PayPal to process their credit card payments and want an easy way to import these transactions into QuickBooks. This blog post will provide Read More
You can easily replace existing transaction in QuickBooks with the new data in your import file using Transaction Pro Importer 5.0. On the first screen of Transaction Pro select the options button. Then on the basic tab select the option, Replace transactions with matching reference number in QuickBooks. Some examples of how this feature might Read More
Often times your databases that are external to QuickBooks Online will create reports that have data by account or item number instead of customer, vendor, employee or item name. So the question is how do you translate the account numbers to match your names in QuickBooks Online? You can do this very easily by using Read More
Importing your Item Lists into QuickBooks using Transaction Pro Importer can save you a lot of time. However, you need to make sure that your import file contains at least the minimum information required by QuickBooks or the import will not be successful. Below is a listing of the required fields for each item type Read More
New in Transaction Pro Importer 5.0 – Payee Alias Matching. Most times financial institutions use different names that those in your QuickBooks company file nor do they provide the expense or income accounts that you want to use in QuickBooks. The Payee Alias feature is available on the following import types: bank statements, bills, Read More
Updated on March 21, 2012 to include additional guidance on sales tax. Updated on April 1, 2012 to adjust mapping to properly reflect calculation of the Gross Fees. We find that many businesses use PayPal to process their credit card payments and want an easy way to import these transactions into QuickBooks. This blog post Read More
Often times we find that the name formats (whether they be customers, vendors, employees or other names) differ between QuickBooks and the export file from other applications. We recently had a client contact us regarding his import file which had one field for the name that started with the customer’s first name. Unfortunately, our client Read More
New in Transaction Pro Importer 5.0! You can now can import bank statements from excel, csv, text, Quicken (.qif) or Microsoft Money (.ofx) file into QuickBooks. To make this process even easier Transaction Pro Importer includes a powerful feature called payee alias matching. Most times financial institutions use different names that those in your QuickBooks Read More
Post updated on 11/12/2011 to reflect new fields added. Time activity imports are now available in the Transaction Pro Importer for Intuit App Center. This application is a must for anyone that does any time billing as you can import your time activities into QuickBooks Online using the newest Intuit platform, the Intuit App Center. Read More
Intuit now offers two platforms to integrate with QuickBooks: (1) the Software Development Kit which developers can use to create a application that you install on your computer and (2) the Intuit App Center which is an application that is cloud based. We have applications that run in both of these environments. It is a Read More
If you are using the Transaction Pro Importer for QuickBooks Online that can be found on the Intuit App Center you have two options to map your data. Option 1: Download the template from the Transaction Pro Importer and use this as a template. After launching the application look for the sample link file and Read More
For QuickBooks versions 2009 and later you can track multicurrencies. However, until you know what the rules are it can be a little confusing at first. If you are not familiar with how multicurrency works in QuickBooks you can read more at Intuit’s Multicurrency Resource Center. Mutlicurrency is supported on the following transactions and lists Read More
Often times the customer name in your import file may not match exactly to the customer name that you have set up in your QuickBooks Online file. Often times import files will also have a customer account number. If this is the case you can take advantage of the cross reference feature within Transaction Pro Read More
Today Intuit announced the finalists for the Intuit App Showcase in August in San Francisco. You can test out a free demo of the Transaction Pro Importer for QuickBooks Online here. If you would like to be in the audience and see a live demonstration of Transaction Pro Importer you can register here.
Often times businesses have a need to bring in opening receivable or payable balances into their QuickBooks company file. This can be a result of buying a business, migrating from another accounting software or perhaps the need to create a brand new QuickBooks company file due to issues with the existing QuickBooks company file. This Read More
Now available! A web based application for QuickBooks Online users on Intuit’s hottest new platform: http://www.workplace.intuit.com Now users of QuickBooks Online can access the ability to import transactions and lists via a monthly subscription model. Question: Why another version of Transaction Pro? Don’t you already support QuickBooks Online with an existing product? Answer: Read More
In this post we will provide an overview of how to import inventory adjustments into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and Read More
In this post we will provide an overview of how to import statement charges into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and Read More
Did you know that with Transaction Pro Importer for QuickBooks if you supply a sales order number on your invoice imports Transaction Pro will update the sales order for the item that were invoice? Please read the article below on how to access this advanced feature. Structure of your Import File Your import file should Read More
Often times mass updates need to made to certain fields on existing QuickBooks customers. Rather than manually enter these changes in QuickBooks on each individual customer you can use Transaction Pro Importer to update certain or all fields on an existing customer record. In the example below the company has determined that they need to Read More
Updated March 5, 2012: The site field is now also available on inventory adjustment imports. In QuickBooks Enterprise 2011 Intuit added a new feature called Advanced Inventory. What this new feature provides for is management of multiple inventory locations within QuickBooks. You can enable Advanced Inventory in your QuickBooks preferences in the Items & Inventory Read More
In this post we will provide an overview of how to import time tracking transactions into QuickBooks Online using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the Read More
There are many features available of the Transaction Pro Importer for QuickBooks mapping screen. This post will describe the following: The various buttons available on the Transaction Pro Importer mapping screen A description on how to map to the various QuickBooks fields Various Buttons Available on the Transaction Pro mapping screen The screen shot of Read More
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