Transaction Pro for QuickBooks Blog
QuickBooks Importer Exporter Tips
Want a fast and easy way to import your sales receipts transactions 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 Read More
In this post we will provide an overview of how to import sales receipts 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
Tracking sales tax in QuickBooks can be cumbersome so that is why we have at least three ways that you can use Transaction Pro Importer 5.0 to accurately reflect your sales tax. Below we will discuss the various options. Option 1: Let QuickBooks calculate the tax for you. If you already have the customers and Read More
Updated February 7, 2012: Added a section: If you want to import the Gross Amount of the Transaction and the PayPal Fees Make the Changes Below We find that many businesses use PayPal to process their credit card payments and want an easy way to import these transactions into QuickBooks. This blog post will provide Read More
Updated on March 21, 2012 to include additional guidance on sales tax. Updated on April 1, 2012 to adjust mapping to properly reflect calculation of the Gross Fees. We find that many businesses use PayPal to process their credit card payments and want an easy way to import these transactions into QuickBooks. This blog post Read More
Updated March 5, 2012: The site field is now also available on inventory adjustment imports. In QuickBooks Enterprise 2011 Intuit added a new feature called Advanced Inventory. What this new feature provides for is management of multiple inventory locations within QuickBooks. You can enable Advanced Inventory in your QuickBooks preferences in the Items & Inventory 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
On the options screen within Transaction Pro Importer for QuickBooks you will see an e-Commerce tab. This blog post will address what this option can be used for. When importing invoices, sales orders or sales receipt transactions, often times shopping carts will create an export that has the amounts for shipping, handling, discounts and sales 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
Importing sales tax entries into QuickBooks on invoices and sales receipts can be a challenge. This can be even more difficult if your import file does not contain the sales tax code and the sales tax item. So what do you do if you import file only has the total sales tax amount in its Read More
