Transaction Pro for QuickBooks Blog
QuickBooks Importer Exporter Tips
This post is for those users that are importing bills or checks into QuickBooks using Transaction Pro Importer (“TPI”) that have multiple amounts all on the same line. By enabling either of the options below on the Advanced Tab you will see that additional 15 expense account related field are added to the TPI mapping Read More
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
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
Want a fast and easy way to import your check transactions into QuickBooks Online? This application is on Intuit’s newest platform, the Intuit App Center. There is a free trial available here. As long as your data is in an Excel or CSV file you can use Transaction Pro Importer for QuickBooks Online to upload these Read More
New in Transaction Pro Importer 5.0! You can now can import bank statements from excel, csv, text, Quicken (.qif) or Microsoft Money (.ofx) file into QuickBooks. To make this process even easier Transaction Pro Importer includes a powerful feature called payee alias matching. Most times financial institutions use different names that those in your 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
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
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
