A very common question that we receive from our clients is that they have orders that they need to import into QuickBooks and what import type should they use. We will briefly describe below how sales receipts, invoices and deposits work in QuickBooks. QuickBooks Sales Receipts You should select an import type of sales receipt in your customers pay you are the time they place the order. When you use the sales receipt import both your cash and income accounts are increased. QuickBooks … [Read more...]
New Option: Cross Reference Features Available for Customers and Vendors in Transaction Pro Importer for QuickBooks Online – Intuit App Center
We have added the ability to use a cross reference for customers or vendors when importing transactions using Transaction Pro Importer for QuickBooks Online (Intuit App Center version). This feature can be so helpful when the names in your import file do not match those in QuickBooks Online. Often times other applications will use a customer or vendor number whereas in QuickBooks Online the actual name is displayed. This cross reference feature is available on the following … [Read more...]
Over Two Million Transactions Have Been Imported to QuickBooks Online using Transaction Pro Importer
In April 2011, Baystate Consulting, released its first cloud based application, Transaction Pro Importer for QuickBooks Online on the Intuit App Center. This application currently allows users to import 10 different transaction types and 2 lists from Excel or CSV (csv or txt extensions) files to QuickBooks Online . The full list of transactions is below. Bills Bill Payments Checks Credit Card Charges Estimates Invoices Items Journal Entries Receive Payments Sales … [Read more...]
Own a Small Business? Learn About all the Tools Available to Make Your Business More Competitive at the Small Biz vCon!
If you own or support a small business mark your calendars for the Small Biz vCon January 23 - 24. Learn about all the tools available to you to help make your business more competitive without having to leave your office. This event is being hosted by Dawn Brolin and Stacy Kildal who have lots of experience in supporting small business and all the solutions that are available. We will also be presenting a session on the Transaction Pro Importer for QuickBooks. There are many sessions … [Read more...]
What kinds of files can I import to QuickBooks?
Below is short video on all the various file formats, databases and banking files that you can import into QuickBooks Pro, Premier or Enterprise using Transaction Pro Importer 5.0. If you have questions about if your file will work with Transaction Pro Importer please email your import files to support@baystateconsulting.com. http://www.youtube.com/watch?v=d1TXs_-mjxA You can request a free trial of the Transaction Pro Importer here. This trial demo allows you to import an unlimited number … [Read more...]
Fastest Way to Find Imported Transactions in QuickBooks
After you have imported transactions into QuickBooks using Transaction Pro Importer 5.0 you might want to review the final transaction in QuickBooks. Below is a description of what I believe to be the fastest way to find the transactions that you just imported. When you are in QuickBooks: Select the Edit/Find menus Select the Advanced tab and select the filter Entered/Modified and set the filter to today. You will then see all transactions entered or imported into QuickBooks today. … [Read more...]
Delete Transactions and Lists from QuickBooks using Transaction Pro Deleter 2.0
As it is coming up on the end of another year we are receiving a lot of calls from companies that need to clean up their QuickBooks company file. Often time this is where the Transaction Pro Deleter for QuickBooks ("TPD") can be of great assistance. Using the Transaction Pro Deleter you can select the transaction type or list and either a date range or a reference number range to delete. In the example below we are going to select all invoices for 2016 and then select the button retrieve … [Read more...]
Transfer Invoices from one QuickBooks company file to a second company file as Bills
A common question that we have seen lately is what happens if I sell my products or services to another company that also uses QuickBooks - is there an easy way to import the invoice data as bills into the related QuickBooks company file to eliminate re-keying of the data. The answer is yes - the company that is preparing the invoices would user our Transaction Pro Exporter 5.0 to export the invoices out of QuickBooks to a file that they would then send to the other company. The related … [Read more...]
Update your Transaction Pro Importer 5.0 or Transaction Pro Exporter 5.0 for QuickBooks
Baystate Consulting makes updates available to all users of the the most recent version of Transaction Pro Importer or Exporter at no charge. We typically make new builds available to all users every one to two months. These updates will add new features and/or fix any software or QuickBooks bugs. If you are having any issues with either Transaction Pro Importer 5.0 or Exporter 5.0 a good first step is to make sure that you are on the latest build of the software. You can check for … [Read more...]
Import Receive Payments to QuickBooks Online using Transaction Pro Importer on the Intuit App Center
Want a fast and easy way to import your receive payment 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 these transactions to your QuickBooks Online company file. Your import file can contain columns in any order, have whatever headers you want and can have extra columns. We … [Read more...]
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