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Import your Customer List to QuickBooks using Transaction Pro Importer 5.0

Depicts how to select your import file and import type using Transaction Pro Importer for QuickBooks.

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

Updating your Customer List in QuickBooks including custom fields using Transaction Pro Importer

Customer List import file to be used with Transaction Pro Importer for QuickBooks

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

Over two million transactions have been imported into QuickBooks Online using the Transaction Pro Importer.  Sign up for a free trial here.
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