Transaction Pro for QuickBooks Blog
QuickBooks Importer Exporter Tips
Want a fast and easy way to import your customer (client) list 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 (“TPI”) to Read More
Often times the database from which you are downloading files to import into QuickBooks is not in sync with the following QuickBooks List Items: Customers Vendors Employees Items Accounts We do have very powerful cross reference features that you can read about here. However, what if you cannot take advantage of these cross reference features Read More
Often times we find that the name formats (whether they be customers, vendors, employees or other names) differ between QuickBooks and the export file from other applications. We recently had a client contact us regarding his import file which had one field for the name that started with the customer’s first name. Unfortunately, our client 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
Do you use custom fields in your QuickBooks company file? Did you know that you can import data to any of these custom fields with Transaction Pro Importer? In this post we will show you how to import data into the custom fields. On the first screen of Transaction Pro Importer for QuickBooks select the Read More
