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How to import multi-lined transactions into QuickBooks

RefNumber QuickBooks field on the Transaction Pro Importer for QuickBooks

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

Receive Payments Imports to QuickBooks Online updated to include linking to Invoices

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

Importing Multi Lined Descriptions on QuickBooks Invoices, Sales Receipt and Estimates

Sample invoice import file for Transaction Pro Importer for QuickBooks

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

How to format customers, items, classes and accounts in your import file for use with Transaction Pro Importer for QuickBooks

Customer List in QuickBooks

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

Importing Deposits into QuickBooks Online using Transaction Pro Importer – QBOE Edition

How to create an item in QuickBooks Online

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

How to Import Invoices into QuickBooks Online

First Screen of TPI for QBOE

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

Over nine million transactions have been imported into QuickBooks Online.  Sign up for a free trial here.
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