QuickBooks Importer Exporter Tips
Transaction Pro Importer 5.0 for QuickBooks and Transaction Pro Importer 3.0 for QuickBooks Online both have a very powerful feature to map either a static value or a formula. We went into detail on how to use this feature in another blog post. The purpose of this article is to get you thinking about how Read More
In this post we will provide an overview of how to import receive 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
Retail type businesses often times use a point of sale system that does not integrate with QuickBooks and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized sales receipt into QuickBooks. You can find a Read More
Last month we released a new version of our installable importer that works with QuickBooks Online, Transaction Pro Importer 3.0 (“TPI3″) for QuickBooks Online. New Features Available in Transaction Pro Importer 3 Internet Based Activation: We have added the same activation system as you have become familiar with our QuickBooks desktop products. If you no Read More
Transaction Pro Importer 5.0 (“TPI5″) is a very powerful tool that often times users do not take full advantage of so I thought I would write a blog post on my top ten tips for getting started with TPI5. Pre-Import Tips 1. Run tests in a backup of your live company file: Whether you are Read More
Want a fast and easy way to import your customer (client) list 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 (“TPI”) to Read More
This is a great guest post by Amanda Karen of CrunchSum showing how easy it is to convert your QuickBooks Desktop company to QuickBooks Online.
A very common question that we receive from our clients is that they have orders that they need to import into QuickBooks and what import type should they use. We will briefly describe below how sales receipts, invoices and deposits work in QuickBooks. QuickBooks Sales Receipts You should select an import type of sales receipt Read More
We have added the ability to use a cross reference for customers or vendors when importing transactions using Transaction Pro Importer for QuickBooks Online (Intuit App Center version). This feature can be so helpful when the names in your import file do not match those in QuickBooks Online. Often times other applications will use a Read More
In April 2011, Baystate Consulting, released its first cloud based application, Transaction Pro Importer for QuickBooks Online on the Intuit App Center. This application currently allows users to import 10 different transaction types and 2 lists from Excel or CSV (csv or txt extensions) files to QuickBooks Online . The full list of transactions is Read More
If you own or support a small business mark your calendars for the Small Biz vCon January 23 – 24. Learn about all the tools available to you to help make your business more competitive without having to leave your office. This event is being hosted by Dawn Brolin and Stacy Kildal who have lots Read More
Below is short video on all the various file formats, databases and banking files that you can import into QuickBooks Pro, Premier or Enterprise using Transaction Pro Importer 5.0. If you have questions about if your file will work with Transaction Pro Importer please email your import files to support@baystateconsulting.com. You can request a free Read More
After you have imported transactions into QuickBooks using Transaction Pro Importer 5.0 you might want to review the final transaction in QuickBooks. Below is a description of what I believe to be the fastest way to find the transactions that you just imported. When you are in QuickBooks: Select the Edit/Find menus Select the Advanced Read More
As it is coming up on the end of another year we are receiving a lot of calls from companies that need to clean up their QuickBooks company file. Often time this is where the Transaction Pro Deleter for QuickBooks (“TPD”) can be of great assistance. Using the Transaction Pro Deleter you can select the Read More
A common question that we have seen lately is what happens if I sell my products or services to another company that also uses QuickBooks – is there an easy way to import the invoice data as bills into the related QuickBooks company file to eliminate re-keying of the data. The answer is yes – Read More
Baystate Consulting makes updates available to all users of the the most recent version of Transaction Pro Importer or Exporter at no charge. We typically make new builds available to all users every one to two months. These updates will add new features and/or fix any software or QuickBooks bugs. If you are having any Read More
Want a fast and easy way to import your receive payment 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 Read More
We often times get the question: What happens if my item in my import file does not exist in my QuickBooks company file, will Transaction Pro Importer 5.0 (“TPI5″) create this item for me? The answer is yes! On the last screen of TPI5 you indicate how you would like any new items to be Read More
In this post we will provide an overview of how to import item assemblies (bill of materials) into QuickBooks using Transaction Pro Importer. In QuickBooks, 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 Read More
This post is for those users that are importing bills or checks into QuickBooks using Transaction Pro Importer (“TPI”) that have multiple amounts all on the same line. By enabling either of the options below on the Advanced Tab you will see that additional 15 expense account related field are added to the TPI mapping Read More
Want a fast and easy way to import your credit card 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 Read More
In this post we will provide an overview of how to import estimates 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
If you are following Twitter, Facebook, LinkedIn or QuickBooks related blogs you probably saw a lot of information coming out yesterday regarding the latest release of QuickBooks which was made available to the Accountant community yesterday. As there is a lot of detailed information out there I am just going to provide you with a Read More
We frequently get asked if Transaction Pro Importer can be used to import budgets into QuickBooks. Intuit has not provided developers access to budgets via the QuickBooks SDK so unfortunately this is not something that we can add to our product. However, you do not have to manually key this data as you can import Read More
Often times companies use a company other than Intuit to process payroll and are looking for an easy and reliable way of importing this data into QuickBooks. We have some detailed articles on our blog on how to import checks and journal entries into QuickBooks using Transaction Pro Importer 5.0 (“TPI5″). However, we wanted to Read More
Want a fast and easy way to import your bill 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
Do you have a need to export transactions or list items from QuickBooks Online to either an excel. csv or text file? If so you could use Transaction Pro Exporter for QuickBooks Online (‘TPE for QBO’) to easily accomplish this. Our users have told us that they have used TPE for QBO to help them 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
Often times the database from which you are downloading files to import into QuickBooks is not in sync with the following QuickBooks List Items: Customers Vendors Employees Items Accounts We do have very powerful cross reference features that you can read about here. However, what if you cannot take advantage of these cross reference features Read More
If for some reason you do not see what you need within the Transaction Pro Exporter for QuickBooks (“TPE”) we have more options available via our command line interface. Our command line parameters are just additional “switches” that you can add to the Transaction Pro Exporter shortcut. We will discuss some of the more common Read More
Want a fast and easy way to import your sales receipts 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 Read More
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
In this post we will provide an overview of how to import purchase orders 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
Do you have a vendor that requires you to send them transactions in a specified format? Are you finding that you cannot find a report in QuickBooks that gives you all the data that you need and in the correct format? If this is the case you many need a third party utility to produce Read More
Last week the Transaction Pro team exhibited at Scaling New Heights, an Advanced Training Conference for Intuit Advisors, and provided some general and advanced training on the Transaction Pro suite of products. All of our training was sold out and the attendees indicated that they not only learned a lot about the Transaction Pro products but Read More
In this post we will provide an overview of how to import time tracking 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 journal entries 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 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
