Transaction Pro for QuickBooks Blog
QuickBooks Importer Exporter Tips
In this post we will provide an overview of how to import estimates 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
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
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 Read More
September 24, 2012 update: If you are using Transaction Pro Importer 5.0 please review this updated blog post here. In this post we will provide an overview of how to import estimates into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import Read More
