You can easily skip duplicate transactions in QuickBooks with the new data in your import file using Transaction Pro Importer 5.0.
On the first screen of Transaction Pro select the options button. Then on the basic tab select the option, Skip transactions with matching reference numbers (i.e. Invoice #, Check #) in QuickBooks. If a match is found, the transaction is skipped. If the option, “Generate Transaction Log” is checked, then these transactions are outputted to the exception window.
The transaction types that you can enable the skip transactions option include:
- Bill Payment
- Credit Card Charge
- Credit Card Credit
- Credit Memo
- Item Receipt (with or without bill)
- Journal Entry
- Purchase Order
- Receive Payment
- Sales Order
- Sales Receipt
- Statement Charge
- Vendor Credit
The user of the option should consider:
- The import will take a longer time as each transaction is checked against the QuickBooks database.
- If you want to utilize this option you should not use the option to let QuickBooks Auto-Assign transaction numbers.
You can request a free demo to test this feature out here.