Transaction Pro for QuickBooks Blog
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
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
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
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
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
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
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
