Normally, with Transaction Pro Importer for QuickBooks you need to do separate imports for each different transaction type. Did you know that can turn on an advanced feature that will allow you to import invoices and credit memos in the same import? Please read the article below on how to access this advanced feature.
Structure of your Import File
- Invoices and credit memos need to be expressed as positive amounts in your import file
- Each row in your import file needs to specify which transaction type this line is (I for Invoices and C for Credit memos)
Please see screen shot below for a sample import file.
How to enable advanced features – Command Line Parameters
You will need to create a copy of the Transaction Pro Importer shortcut and edit the target field following the instructions below. You can also read more about command line parameters on our support forum at: http://www.baystateconsulting.com/forum/forum_posts.asp?TID=74&title=command-line-adds-hidden-features
- Right mouse click the Transaction Pro Importer shortcut on your computer and select copy
- Go to your desktop and right mouse click the desktop and select paste
- On this new shortcut right mouse click the shortcut and select properties
- Add the following to the end of the value in the target field -INVOICECREDITMEMO (For TPI 5.0/6.0 the command line is /INVOICECREDITMEMO)
When you launch this new shortcut you will see a new import type called, Invoice Credit Memo, which you will select to start the import process.
When you get to the Transaction Pro mapping screen you will see a new QuickBooks field added called, Transaction Type (I/C) and this is where you will map the column to that contains the values I and C in it.
If you want to try this feature out you can download a free demo of Transaction Pro Importer 4.o for QuickBooks at http://www.baystateconsulting.com/products/01TxnWizardDemo.asp
If you would like to see a blog post on any of the advanced features (Command Line Parameters) please let us know.