Transaction Pro for QuickBooks Blog
QuickBooks Importer Exporter Tips
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
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 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
Did you know that with Transaction Pro Importer for QuickBooks if you supply a sales order number on your invoice imports Transaction Pro will update the sales order for the item that were invoice? Please read the article below on how to access this advanced feature. Structure of your Import File Your import file should Read More
Normally, with Transaction Pro Importer for QuickBooks you need to do separate imports for each different transaction type. Did you know that can turn on an advanced feature that will allow you to import invoices and credit memos in the same import? Please read the article below on how to access this advanced feature. Structure Read More
Importing sales tax entries into QuickBooks on invoices and sales receipts can be a challenge. This can be even more difficult if your import file does not contain the sales tax code and the sales tax item. So what do you do if you import file only has the total sales tax amount in its Read More
