Did you know that with Transaction Pro Importer for QuickBooks if you supply a sales order number on your invoice imports Transaction Pro will update the sales order for the item that were invoice? Please read the article below on how to access this advanced feature.
Structure of your Import File
- Your import file should contain a column that contain the sales order number
- The items on your invoice need to appear in the same order as the exist on the sales order
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 -INVOICESO=1 (for TPI 5.0 it is now /INVOICESO=1)
When you launch this new shortcut you will see a new import type, Invoice Link Sales Order that you will select to use this feature.
When you get to the Transaction Pro mapping screen you will see a new QuickBooks field added called, SO RefNumber, and this is where you will map the column to that contains the sales order number in it.
If you want to try this feature out you can download a free demo of Transaction Pro Importer 4.o for QuickBooks here.
If you would like to see a blog post on any of the advanced features (Command Line Parameters) please let us know.