Transaction Pro for QuickBooks Blog
QuickBooks Importer Exporter Tips
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
Want a fast and easy way to import your journal entries 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
In this post we will provide an overview of how to import journal entries 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
Updated December 28, 2011: There are two platforms available to import journal entries into QuickBooks Online. You can read more about each of these two platforms here. Often time many third party vendors such as payroll companies and point of sales systems produce an IIF file that QuickBooks users can then import into their 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
Updated December 28. 2011: We have an updated blog post on how to import journal entries into QuickBooks using the latest version of Transaction Pro Importer here. In this post we will provide an overview of how to import journal entries into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you Read More
Importing journal entries into QuickBooks can be a little tricky if you do not respect the rules that QuickBooks enforces. Pre-Planning your QuickBooks Journal Entry Imports Prior to doing a journal entry import using Transaction Pro Importer review your import file to make sure it follows the following criteria: (1) If you are posting to Read More
