Items in QuickBooks are used to post transactions to your chart of accounts and are required on sales transactions and may be used on purchase transactions if you wish to use job costing. This blog post will demonstrate how quick and easy it is to either import new items or update existing items in QuickBooks Pro, Premier or Enterprise using Transaction Pro Importer. This article will address how to import the following item types: Inventory Part Non-inventory Part Service Other … [Read more...]
Cleaning Up or Updating your QuickBooks Lists at Year End
The longer that you have been using QuickBooks typically the more list items that you have or perhaps your reporting requirements have changed since you set up your first list item in QuickBooks and you need to add additional information to existing list items. We are receiving a lot of queries at this time of year of how to update lists using Transaction Pro Importer ("TPI") and/or Transaction Pro Exporter ("TPE"). You can make updates to any of the QuickBooks lists below using TPI or TPI and … [Read more...]
How to Import Vendors to QuickBooks
In this post we will provide an overview of how to import new vendors or update existing vendors in QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and are located in c:\my documents\01 Transaction Pro Importer 5.0\sample files. Please note that during the free trial you can import your own files into any … [Read more...]
Update Customer and Vendor Lists By Account Number using Transaction Pro Importer for QuickBooks
In our most recent release (Version 5.013) of Transaction Pro Importer for QuickBooks we added the ability for users to update their customer and vendor lists in QuickBooks via the Account Number field. This new feature is very useful for those companies where their names in QuickBooks do not match the other database that they are importing from. First you want to make sure you are on version 5.013 or later by checking for updates. You can read how to do do this here. On the options … [Read more...]
Import Item Assemblies (Bill of Materials) to QuickBooks using Transaction Pro Importer 5.0
In this post we will provide an overview of how to import item assemblies (bill of materials) into QuickBooks using Transaction Pro Importer. In QuickBooks, item assemblies contain a bill of materials which is a list of all the component items that are included in this item. The component items can only be of the following types: other inventory assembly items, inventory parts, non-inventory parts, service and other charge. Make sure you add these component items first in QuickBooks or use … [Read more...]
Import your Customer List to QuickBooks using Transaction Pro Importer 5.0
In this post we will provide an overview of how to import your customer list into QuickBooks using Transaction Pro Importer. On the first screen of Transaction Pro you will select the browse button to select your import file. In this example we are using the sample import files that are installed with the program and are located in c:\my documents\01 Transaction Pro Importer 5.0\sample files We will also select an import type of customer list. Please note that in the Import Type drop down … [Read more...]
Import Price Levels to QuickBooks using Transaction Pro Importer
This blog post will briefly describe how to import your price levels into QuickBooks using Transaction Pro Importer for QuickBooks ("TPI"). Please note that TPI will create new price levels or will update existing price levels in QuickBooks. Price Level Overview Price levels can be a big time saver for many QuickBooks users. To find out more about how to use Price Levels in QuickBooks, click Lists/Price Level List and press the F1 key or search for the help topic “What is a price … [Read more...]
Import Items into QuickBooks using Transaction Pro Importer 5.0
Importing your Item Lists into QuickBooks using Transaction Pro Importer can save you a lot of time. However, you need to make sure that your import file contains at least the minimum information required by QuickBooks or the import will not be successful. Below is a listing of the required fields for each item type that you can import using Transaction Pro. Inventory Part – Minimum Required Fields Item Name/Number Income Account Asset Account COGS Account Non inventory … [Read more...]
Updating your Customer List in QuickBooks including custom fields using Transaction Pro Importer
Often times mass updates need to made to certain fields on existing QuickBooks customers. Rather than manually enter these changes in QuickBooks on each individual customer you can use Transaction Pro Importer to update certain or all fields on an existing customer record. In the example below the company has determined that they need to implement acccount numbers and populate the custom field source. First you should go into your QuickBooks company file and under the Reports/Customer … [Read more...]
How to Import Group Items into QuickBooks using Transaction Pro Importer for QuickBooks
Often times business will set up group items in QuickBooks to simplify the data entry for multiple items that are frequently sold together. This enables the persons creating the form to enter the name of the group item and QuickBooks will fill in the details for all the items in that group. This post will give you instructions on how to import your group items into QuickBooks which is available in versions 4.021 and later of Transaction Pro Importer for QuickBooks. Below are some rules to … [Read more...]