QuickBooks Importer Exporter Tips
In this post we will provide an overview of how to import time tracking transactions 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
If your quantities and/or per unit prices exceed the five decimal place limit on QuickBooks transactions often times the extended amount (quantity times price) might not be round correctly by QuickBooks. So to get around these rounding issues you can enable the -USE_AMOUNT command line parameter. What this parameter will do is to replace the Read More
In this post we will provide an overview of how to import sales receipts 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 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
In this post we will provide an overview of how to import sales orders 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 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
Updated December 28, 2011: There are two platforms available to import journal entries into QuickBooks Online. You can read more about each of these two platforms here. Often time many third party vendors such as payroll companies and point of sales systems produce an IIF file that QuickBooks users can then import into their QuickBooks Read More
Often times companies will limp along with a QuickBooks company file that they are not happy with either due to performance issues (due to a large QuickBooks database) or perhaps their lists are out of control. The best time for many companies to do this is at the start of a fiscal year. Below we Read More
In this post we will provide an overview of how to import receive payments 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 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
In this post we will provide an overview of how to import purchase orders 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 Read More
Transaction Pro Importer for QuickBooks will group multiple lines in your import file onto one transaction (eg check, invoice etc.) based upon a common value that is mapped to the QuickBooks field, RefNumber, on the Transaction Pro Importer mapping screen. See a sample of the Transaction Pro Importer mapping screen below. There are a few Read More
This post discusses two additional features added to Transaction Pro Exporter 3.0 for QuickBooks. You can also take a look at another post that discusses how to define data types here. How to Define Default Values In this example we are going to assume that the fulfillment center always needs to have the value of Read More
Updated December 28. 2011: We have an updated blog post on how to import journal entries into QuickBooks using the latest version of Transaction Pro Importer here. In this post we will provide an overview of how to import journal entries into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you Read More
Define data type, define default values and add user defined fields now available in Transaction Pro Exporter for QuickBooks If you are a current user of Transaction Pro Exporter 3.0 for QuickBooks from Baystate Consulting, you may benefit from these new feature added to Transaction Pro Exporter 3.0. This document goes over the new features Read More
Importing Receive Payment Transactions with Linking to Invoices into QuickBooks Online with Transaction Pro If you are a current user of Transaction Pro Importer for QuickBooks Online from Baystate Consulting, you may benefit from this new feature added to the receive payment import. This document goes over the required fields for a successful receive payment Read More
Often times QuickBooks users will use the Description field on sales transactions to describe multiple tasks or events for that item. A frequent question that we receive is how to format the excel file so that there will be multiple lines instead of the description wrapping. In your excel file provide all the relevant Read More
Did you know you could save yourself from manually manipulating your import files prior to import by use of the Static Value/Formula column within Transaction Pro Importer for QuickBooks? We are going to be providing some examples of how this column can be used that will help you further streamline your import process. Please see 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
Updated December 17, 2011: We have come out with a newer version of Transaction Pro Importer: Version 5.0 (“TPI 5″). To read the blog article on how to import invoices into QuickBooks using TPI 5 please select this link. In this post we will provide an overview of how to import invoices into QuickBooks using Read More
A very common questions that we receive from users is how to format customers, items, classes and accounts that have multiple levels (jobs, sub-items, sub-classes and sub-accounts) in your import file to be used with Transaction Pro Importer. Please note that this response is applicable to both Transaction Pro Importer 4.0 (that works with Pro, Read More
In this post we will provide an overview of how to import estimates 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
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
In this post we will provide an overview of how to import deposits 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
In this post we will provide an overview of how to import credit memos 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 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
In this post we will provide an overview of how to import credit card charges and credits into QuickBooks using Transaction Pro Importer. Please note that although these are two separate transaction types and imports they both operate the same so we will just show a sample credit card charge import. If you are doing Read More
In this post we will provide an overview of how to import checks 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
In this post we will provide an overview of how to import bill payment 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 Read More
Importing Price Levels into QuickBooks with TPI 4.0 If you are a current user of Transaction Pro Importer from Baystate Consulting, you may benefit from this new list type for importing price levels. This document goes over the required fields for a successful price level import. 1. Transaction Pro Importer 4.018 or Later Required Be Read More
In this post we will provide an overview of how to import bills 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
We have started this “How to” page in order to provide more specific instructions for each transaction type or list that can be imported into QuickBooks using Transaction Pro Importer (“TPI”) for QuickBooks. If you do not see your transaction type listed yet – it will be shortly. However, before you start reviewing these individual Read More
On the transaction types listed below QuickBooks gives you the option of using either expense accounts or items on the transaction. * Bill * Check * Credit Card Charge * Credit Card Credit * Vendor Credit On the Transaction Pro Importer for QuickBooks mapping screen required fields are denoted in red. There are some fields Read More
Often times third party vendors that provide QuickBooks users with files that contain payment information that is either incomplete or inaccurate making it difficult to import the receive payment transactions into QuickBooks. This post will point out many options that you have available within Transaction Pro Importer (“TPI”) to overcome these hurdles. The options we 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? In this post we will show you how to import data into the custom fields. On the first screen of Transaction Pro Importer for QuickBooks select the Read More
Intuit has sent out a final reminder that all services and support for QuickBooks 2006 (United Kingdom Edition) will be discontinued as of September 30, 2010. If you are a current user of Transaction Pro Importer from Baystate Consulting, you may benefit from these upgrade tips: Transaction Pro Importer 4.0 Required Be sure you are 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
ll third party applications that work with QuickBooks online are required to use the Software Development Kit (“SDK”) which is included in the QuickBooks software. Unfortunately, for whatever reason Intuit does not provide support for all transaction type and features. One request we see a lot is how do I import deposits into QuickBooks via Read More
As mentioned in a previous post, Transaction Pro Importer for QuickBooks will now import new assemblies and update existing assemblies. Please note that Transaction Pro will not add your component items that make up your assembly. Make sure you add these first in QuickBooks or use the Item List import in Transaction Pro to import Read More
Yesterday, October 2nd, the latest build (build 4.017) of Transaction Pro Importer 4.0 for QuickBooks was released with many new features added. Typically, updates to the program are released once a month. The following new features were added in this latest version: Ability to replace matching transactions with the data in your import file Item Read More
Importing journal entries into QuickBooks can be a little tricky if you do not respect the rules that QuickBooks enforces. Pre-Planning your QuickBooks Journal Entry Imports Prior to doing a journal entry import using Transaction Pro Importer review your import file to make sure it follows the following criteria: (1) If you are posting to 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
Did you know that you could use Transaction Pro Importer for QBOE to import your invoice transactions into QuickBooks Online saving you time and allowing you to bill your clients on a more timely basis? Below is a quick overview of how easy this process is. After you launch Transaction Pro Importer for QBOE and Read More
Do you have a vendor that requires you to send them transactions in a specified format? Are you finding that you cannot find a report in QuickBooks that gives you all the data that you need and in the correct format? If this is the case you many need a third party utility to produce 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
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