Often times small businesses need to start a new QuickBooks company file, either from another QuickBooks company file, from an other accounting software or perhaps have purchased another business and need to get their information into QuickBooks. This article will discuss how to bring beginning balances into your new QuickBooks company file. Our Transaction Pro Importer will bring in all the historical transactions as well but below are some tips on how to bring in your opening … [Read more...]
Bundles are Available on Sale Imports into QuickBooks Online Using Transaction Pro Importer
Intuit has recently made a new type of product or service available to QuickBooks Online users called Bundles. For QuickBooks Desktop users this is a similar concept to the Group Items in the QuickBooks Desktop versions. From the QuickBooks Online built in help Bundles are described as: A bundle is simply a way of grouping products and services that you often sell together. Bundles save time when you create sales transactions. Instead of entering each product or service as … [Read more...]
How to Merge Accounts in QuickBooks Online
Often times businesses need to revamp their charts of accounts or perhaps deal with accounts that were created in error. If you are using QuickBooks Online you can easily merge accounts and consolidate all transactions into that one account which is a huge time saver. Although very easy to accomplish there are a few rules that you need to follow. Rename the account that you no longer wish to use to the account that you want to merge it to. Use the account name field to do this as the … [Read more...]
Import Item Receipts with Bills to QuickBooks
Did you know that you can import two transactions at one time to QuickBooks with the Item Receipt with Bill transaction type using our Transaction Pro Importer Product Page ("TPI")? Essentially what is happening is that you will be creating both the bill and the item receipt transaction in QuickBooks at the same time. As an additional bonus if you include the purchase order number TPI will mark those items as closed on the purchase order. Below are some important things to be … [Read more...]
Import Bank Transfers to QuickBooks
Did you know that you can easily import bank transfers from an Excel, CSV or text file into QuickBooks using Transaction Pro Importer? You can view this transaction type in QuickBooks by selecting the Banking Menu and then the Transfer Funds selection. Below you will find a screen shot of the Transfer Funds form from QuickBooks and in red text you will find the corresponding field from the Transaction Pro Importer mapping screen. Below is a screenshot of the Transaction Pro Importer … [Read more...]
Easily update or create new items in QuickBooks Pro, Premier or Enterprise using Transaction Pro Importer
Items in QuickBooks are used to post transactions to your chart of accounts and are required on sales transactions and may be used on purchase transactions if you wish to use job costing. This blog post will demonstrate how quick and easy it is to either import new items or update existing items in QuickBooks Pro, Premier or Enterprise using Transaction Pro Importer. This article will address how to import the following item types: Inventory Part Non-inventory Part Service Other … [Read more...]
QuickBooks Online Features, Tips and Tricks Learned at QuickBooks Online Certification Training
In order to provide high quality support to our QuickBooks Online customers we continue to update our QuickBooks Online Certification annually. Intuit provides live sessions and webinars to accounting professionals at no charge. This year I attended the certification in June 2016 in the Boston, Massachusetts area and completed my 2016 certification the same day. The live sessions were presented by Stacy Kildal and Heather Satterly, members of the Intuit Trainer Writer Network, and they also … [Read more...]
Golden Opportunity
We are honored to have a guest blog post from Carrie Kahn of Complete Business Solutions, an Intuit Reseller Partner. Read below for a great success story on how Carrie was able to save one of her clients some money. If you are like me, you are always looking for ways to get a deal on everything you purchase. Every time I shop, I research to find out if there is a way to save money by comparing prices online. We work extremely hard to stay the top product experts for … [Read more...]
QuickBooks Online Imports: Do not auto create accounts, classes, customers, items, locations or vendors
Many of you have asked to have the ability to control whether or not the following list items are auto-created on transactional imports to QuickBooks Online using Transaction Pro Importer: Accounts Classes Customer Items Locations Vendors Please note this new option is only available in our latest Transaction Pro Importer App. If you would like to test this out be sure you are accessing the latest App here. Please note you can use both the legacy and the newer App at no … [Read more...]
How to import a general journal to QuickBooks
Frequently we are asked if it is possible to import a general journal from another accounting system into QuickBooks Pro, Premier or Enterprise. Since a general journal is not a transaction but rather a report of all the debit and credit activity there is no way to directly import a general journal. However, you could take this same report and import the activity to QuickBooks as a journal entry. There are a few things that you will need to do to reformat the general journal … [Read more...]
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