In no specific order are some of the most common questions that we receive from customers when creating their first sales import (invoices, sales orders or sales receipts) into QuickBooks Pro, Premier or Enterprise using Transaction Pro Importer (“TPI”). If you do not already have a copy of TPI you can learn more here.
Question 1: Can I import a sales transaction that has multiple lines?
Yes you can just make sure each line of the same transaction has the same value (eg transaction id) and map this column to the Quickbooks field, RefNumber. Read more here.
If you import file does not have a separate line for each item but your items are in columns we have you covered for this to read more here.
Question 2: I sell my products via an online webstore does your tool support e-commerce features?
Yes we have a whole options tab specifically for our e-commerce imports which adds additional fields for data such as sales tax, shipping and discounts. Read more here.
Question 3: Does TPI create new customers?
Yes by default TPI will create any new customers that do not exist in QuickBooks as part of the import. However, if you do not wish this to happen check our option, Do not add new customers. Read more here.
Question 4: How does TPI handle sales tax?
You have many options:
- If the items and customers already exist in QuickBooks with the sales tax codes let QuickBooks calculate the sale tax
- You can also provide the sales tax item and sales tax code in your import file to tell QuickBooks which tax items to use.
- If using an e-commerce import file you can have your tax in a separate column.
Read more here.
Question 5: What if the customer and item values in my import file do not match my lists in QuickBooks?
TPI offers a powerful cross reference feature which allows you to translate data from another system to match those values in your QuickBooks lists. Read more here.
Question 6: Does TPI support custom fields?
Yes TPI supports custom fields at both the customer and the item level. Read more here.
Question 7: Is the class field supported?
Yes TPI supports the class field. Read how to format you class info here.
Question 8: Can I use the QuickBooks Auto-Assign Feature?
TPI has an option to let QuickBooks auto-assign transaction ids. Please note that you still need to map something to the QuickBooks field, RefNumber, as these values are used for grouping purposes. Read more here.
Question 9: Does TPI support Price Levels?
Yes on your sales imports if you turn the TPI option on to enable price levels, TPI will use the sales value for that item on the price level at this assigned to that customer. Need to get your price levels into QuickBooks you can also import these lists read more here.
Question 10: What if not all the data exists in my import file?
Often times there are situations where not all the data is provided in the import file. If this is the case take a look at our Static Value/Formula Column. Some common uses of this column are below:
- If the customer and job are in two separate fields using a concatenate type function to combine them into one QuickBooks field.
- If you need all the sales transactions to be emailed provide the value Y next to the QuickBooks Field, ToBeEmailed.
- If you need to add up values in multiple columns.
Read more here.
We hope this was helpful. If you have any questions feel free to post them below.