QuickBooks Importer Exporter Tips
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
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
In addition to the three tabs of options available with Transaction Pro Importer 5.0 for QuickBooks (“TPI”) there are also many more options/features available via our advanced command line parameters. These are very easy to enable and you can read more about all of the command line parameters available on our support forum. We will Read More
Do you use custom fields in your QuickBooks company file? Did you know that you can import data to any of these custom fields with Transaction Pro Importer 5.0? In this post we will show you how to import data into the custom fields. If you do not use custom fields today you should consider Read More
You can easily replace existing transaction 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, Replace transactions with matching reference number in QuickBooks. Some examples of how this feature might Read More
New in Transaction Pro Importer 5.0 – Payee Alias Matching. Most times financial institutions use different names that those in your QuickBooks company file nor do they provide the expense or income accounts that you want to use in QuickBooks. The Payee Alias feature is available on the following import types: bank statements, bills, Read More
On the options screen within Transaction Pro Importer for QuickBooks you will see an e-Commerce tab. This blog post will address what this option can be used for. When importing invoices, sales orders or sales receipt transactions, often times shopping carts will create an export that has the amounts for shipping, handling, discounts and sales Read More
This post will help you solve the issue of what to do if your names stored in my other database or shopping cart do not match up with the names that you have already populated in QuickBooks. Below you will see the power of the cross reference options within the Transaction Pro Importer. Often times Read More
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