QuickBooks Importer Exporter Tips
Intuit now offers two platforms to integrate with QuickBooks: (1) the Software Development Kit which developers can use to create a application that you install on your computer and (2) the Intuit App Center which is an application that is cloud based. We have applications that run in both of these environments. It is a Read More
Often times the customer name in your import file may not match exactly to the customer name that you have set up in your QuickBooks Online file. Often times import files will also have a customer account number. If this is the case you can take advantage of the cross reference feature within Transaction Pro Read More
Today Intuit announced the finalists for the Intuit App Showcase in August in San Francisco. You can test out a free demo of the Transaction Pro Importer for QuickBooks Online here. If you would like to be in the audience and see a live demonstration of Transaction Pro Importer you can register here.
Now available! A web based application for QuickBooks Online users on Intuit’s hottest new platform: http://www.workplace.intuit.com Now users of QuickBooks Online can access the ability to import transactions and lists via a monthly subscription model. Question: Why another version of Transaction Pro? Don’t you already support QuickBooks Online with an existing product? Answer: Read More
In this post we will provide an overview of how to import time tracking transactions into QuickBooks Online 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 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
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
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
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
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