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Import Credit Memos using Transaction Pro Importer for QuickBooks

In this post we will provide an overview of how to import invoices 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

How to import multi-lined transactions into 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

Invoice and Credit Memo Imports using Transaction Pro Importer for QuickBooks

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

Importing Credit Memos using Transaction Pro Importer 4.0 for QuickBooks

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