Importing customer/sales transactions into QuickBooks Online by Account Number using Transaction Pro Importer 2.0 – QBO Edition

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 Importer 2.0 for QuickBooks Online to ensure that your transactions are matched to the proper customer in your QuickBooks Online company file. First you need to edit the client … [Read more...]

Transaction Pro Importer for QuickBooks is a Finalist in the Intuit App Showcase on August 11, 2011

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. … [Read more...]

Announcing Transaction Pro Importer for QuickBooks Online for Intuit App Center

Now available!   A web based application for QuickBooks Online users on Intuit's hottest new platform: 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: Yes but users must have a Windows based computer to run our desktop product.  It involved installing … [Read more...]

Time Tracking Imports using Transaction Pro Importer 2.0 for QuickBooks Online

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 program and are located in c:\program files\01 Transaction Pro Import Wizard - QBOE Edition\Sample Import files  We will also select an import type of time tracking.  Then … [Read more...]

How to import Journal Entries using IIF files into QuickBooks Online using Transaction Pro Importer

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 desktop company file.  Unfortunately, Intuit has not provided any support for importing IIF files into QuickBooks Online. Fortunately, for journal entry … [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 import and how to use the apply to invoice no field. 1.    Transaction Pro Importer 2.067 or Later Required Be sure you are … [Read more...]

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

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 info in the cell.  Then right before the first character that you want to appear on a new line put your cursor and select the alt and enter keys on your keyboard at the same … [Read more...]

How to format customers, items, classes and accounts in your import file for use with Transaction Pro Importer for 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, Premier and Enterprise versions of QuickBooks) as well as Transaction Pro Importer - QuickBooks Online Edition. Format for customers, items, classes … [Read more...]

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

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 a third party application if the QuickBooks SDK does not support it?  We suggest that you import these transactions as sales receipts or journal entries. … [Read more...]

How to Import Invoices into QuickBooks Online

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 obtain your connection and login keys from the QuickBooks Online site you are ready to import your first file. On the first screen of Transaction Pro you will make the … [Read more...]