Transaction Pro for QuickBooks Blog
QuickBooks Importer Exporter Tips
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
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
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
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
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
Often times business will set up group items in QuickBooks to simplify the data entry for multiple items that are frequently sold together. This enables the persons creating the form to enter the name of the group item and QuickBooks will fill in the details for all the items in that group. This post will Read More
Item Assemblies can save you a lot of time in QuickBooks. You can use Transaction Pro Importer to import item assemblies into QuickBooks but you need to make sure that the data in your import file fits the requirements of QuickBooks. This post is intended to help you pre-plan your imports to ensure all the Read More
Often times your import files either contain items that do not exist in your QuickBooks company file. Below we will describe several options that you can consider using with Transaction Pro Importer for QuickBooks. Let Transaction Pro Importer create the new items for you If you want Transaction Pro Importer to create a new item Read More
Periodically companies need to change their selling prices on their items due to increased costs. Going into QuickBooks and manually updating multiple items can be time consuming and you also run the risk of errors. Did you know that you can use the item list import within Transaction Pro importer to easily update prices on Read More
