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Updating your Customer List in QuickBooks including custom fields using Transaction Pro Importer

Customer List import file to be used with Transaction Pro Importer for QuickBooks

Often times mass updates need to made to certain fields on existing QuickBooks customers.  Rather than manually enter these changes in QuickBooks on each individual customer you can use Transaction Pro Importer to update certain or all fields on an existing customer record. In the example below the company has determined that they need to 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

Over two million transactions have been imported into QuickBooks Online using the Transaction Pro Importer.  Sign up for a free trial here.
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