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) … [Read more...]
Top Ten Considerations when Importing Sales Transactions from your Webstore or e-Commerce site to QuickBooks
Many business utilize a web store or e-Commerce platform such as Amazon, PayPal, Volusion, Shopify, Magento etc. etc. to capture and process customer orders. Many of these websites have no or limited integration with QuickBooks. Once the orders have been completed you can then use the Transaction Pro Importer ("TPI") to import the sales transactions to QuickBooks. You can find out more about TPI and request a free trial demo of the software here. Below are my top ten considerations before … [Read more...]
Easily Import your Daily Sales to QuickBooks using Transaction Pro Importer 5.0 for QuickBooks
Retail type businesses often times use a point of sale system that does not integrate with QuickBooks and are looking for an easy way to record a daily summary of the sales and payment activity. An easy way to do this is to enter a daily summarized sales receipt into QuickBooks. You can find a detailed article on how this works in QuickBooks on the Long for Success blog. Below we will show how to import the daily sales summaries that your other system generates into QuickBooks using … [Read more...]
Should I Import my Sales as Sales Receipts, Invoices or Deposits to QuickBooks?
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...]
Import Sales Receipts into QuickBooks using Transaction Pro Importer 5.0
In this post we will provide an overview of how to import sales receipts 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 sales receipt. Then select the options button if you want to select … [Read more...]
How to import PayPal transactions into QuickBooks using Transaction Pro Importer
Updated on March 21, 2012 to include additional guidance on sales tax. Updated on April 1, 2012 to adjust mapping to properly reflect calculation of the Gross Fees. We find that many businesses use PayPal to process their credit card payments and want an easy way to import these transactions into QuickBooks. This blog post will provide step by step instructions on how to quickly and easily import these PayPal transactions into QuickBooks. Step 1: Download the proper file from … [Read more...]
Importing Sales Tax Totals on Invoices and Sales Receipts using Transaction Pro Importer for QuickBooks
Importing sales tax entries into QuickBooks on invoices and sales receipts can be a challenge. This can be even more difficult if your import file does not contain the sales tax code and the sales tax item. So what do you do if you import file only has the total sales tax amount in its own column? If you follow the steps below you can import your transactions with Transaction Pro Importer 4.0 with no changes needed to your import file. How to map total sales tax in TPI 4.0/5.0 … [Read more...]