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QuickBooks Imports: Practical Uses for Static Values or Formulas

Transaction Pro Importer Mapping Screen

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

Top Ten Tips for Getting Started with Transaction Pro Importer 5.0 for QuickBooks

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

How to convert your QuickBooks Desktop file to QuickBooks Online

crunchsumLogo

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.

Should I Import my Sales as Sales Receipts, Invoices or Deposits to QuickBooks?

Transaction Pro for QuickBooks

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

What kinds of files can I import to QuickBooks?

Transaction Pro for QuickBooks

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

Fastest Way to Find Imported Transactions in QuickBooks

Advanced Find Screen in QuickBooks

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

Transfer Invoices from one QuickBooks company file to a second company file as Bills

Invoice Data Displayed in the Transaction Pro Exporter for QuickBooks

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

Update your Transaction Pro Importer 5.0 or Transaction Pro Exporter 5.0 for QuickBooks

How to access free updates within Transaction Pro Importer or Exporter 5.0 for QuickBooks

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

How to create new items in QuickBooks while importing transactions using Transaction Pro Importer

How to tell Transaction Pro Importer to create new items in QuickBooks

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

Tips and Tricks on Importing Payroll Transactions into QuickBooks as Checks or Journal Entries using Transaction Pro Importer

Transaction Pro for QuickBooks

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

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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