Third party apps just love to claim that they can integrate directly into Intuit’s QuickBooks Online and Desktop products and many do an excellent job doing so. However, we have found that others either miss the mark in the integration options you have to work with or they simply don’t have any sort of integration options at all. If you have some portion of your accounting based business data generated outside of your QuickBooks product, then the Transaction Pro Importer is the tool you need … [Read more...]
Getting Started with Transaction Pro Deleter for QuickBooks Online
Welcome to Transaction Pro! You have taken the first step towards making your busy day a bit easier by selecting Transaction Pro to assist you with deleting data from QuickBooks Online. Transaction Pro Deleter is a great resource to assist you in cleaning up your QuickBooks Online company. Here are five tips to make sure that you get started on the right foot: Delete list items that have no history. You may only delete list items (Accounts, Customers, Items, and Vendors) if no history … [Read more...]
Getting Started with Transaction Pro Exporter for QuickBooks Online
Welcome to Transaction Pro! You have taken the first step towards making your busy day a bit easier by selecting Transaction Pro to assist you with exporting data from QuickBooks Online. Here are five top tips for using Transaction Pro Exporter to get you started on the right foot: Make use of the data dictionary. The data dictionary shows the types of items and transactions that can be exported with Transaction Pro Exporter as well as the available fields for each type and can be … [Read more...]
Getting Started with Transaction Pro Importer for QuickBooks Online
Welcome to Transaction Pro! You have taken the first step towards making your busy day a bit easier by selecting Transaction Pro to assist you with importing data from other sources into QuickBooks Online. Here are five top tips for using Transaction Pro Importer to get you started on the right foot: Make use of the data dictionary. The data dictionary shows the types of items and transactions that can be imported with Transaction Pro Importer as well as the available and required fields … [Read more...]
Getting Started with Transaction Pro Deleter for QuickBooks Desktop
Welcome to Transaction Pro! You have taken the first step towards making your busy day a bit easier by selecting Transaction Pro to assist you with deleting data from QuickBooks. Transaction Pro Deleter is a great resource to assist you in cleaning up your QuickBooks company file and removing unwanted transactions. Here are six tips to make sure that you get started on the right foot: Delete list items that have no history. You may only delete list items (Accounts, Customers, Items, and … [Read more...]
Getting Started with Transaction Pro Exporter for QuickBooks Desktop
Welcome to Transaction Pro! You have taken the first step towards making your busy day a bit easier by selecting Transaction Pro to assist you with exporting data from QuickBooks Desktop. Here are five top tips for using Transaction Pro Exporter to get you started on the right foot: Make use of the data dictionary. The data dictionary shows the types of items and transactions that can be exported with Transaction Pro Exporter as well as the available fields for each type and can be … [Read more...]
Getting Started with Transaction Pro Importer for QuickBooks Desktop
Welcome to Transaction Pro! You have taken the first step towards making your busy day a bit easier by selecting Transaction Pro to assist you with importing data from other sources into QuickBooks Desktop. Here are the top five tips for using Transaction Pro Importer to get you started on the right foot: Make use of the data dictionary. The data dictionary shows the types of items and transactions that can be imported with Transaction Pro Importer as well as the available and required … [Read more...]
Using Transaction Pro Importer easily imports your SAP Concur data into QuickBooks
As businesses grow their workflow and process needs change. As a result, your company’s financial information and strategic data can easily get scattered. A powerful benefit of using QuickBooks is the ability to seamlessly integrate your data by migrating from a standard QuickBooks work flow to a third party “best-of-breed” app. Some “best of breeds” create an interface to QuickBooks desktop. However in recent years it has become more common to rely upon third-party tools to create an … [Read more...]
Data Mobility to Improve Productivity
In today’s digital world, small businesses have a variety of customer, vendor, employee, and financial data scattered through the ether. Customer data may be in a payment system, vendor data in a contract management app, employee data in human resources software, and financial data in a platform like QuickBooks Desktop or QuickBooks Online. At the same time, data is a burgeoning part of a small business or accounting manager’s responsibility. Whether it’s interacting with data to learn more … [Read more...]
Partner Spotlight: Kemper Technology Consulting
We recently had a request from a client with a large data file looking to fix an issue with transactions in their QuickBooks Desktop file. They found us from the Transaction Pro Partner network site and had emailed us a request as to if we could help them create a new QB file to fix a data problem. The client is a dental lab that has a custom billing application that sends transactions over to their QB file. They had been using it for a while and found errors in how certain transactions … [Read more...]
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