Price Levels in QuickBooks can be helpful for those business that want to charge different prices to different subsets of their customers. You can read more on the Intuit Community. It is not uncommon for businesses to have a few different price levels. If you take a look at the sample file below typically Transaction Pro Importer is looking for the price level name to be repeated on each line with the corresponding item (see below). But often times small businesses will have separate … [Read more...]
How to import Credit Card Statements to QuickBooks
New transaction type added! Transaction Pro Importer 5.0 now has the ability to import credit card statements. First of all make sure that you are on release 5.015 or later by selecting the about and check for updates buttons within Transaction Pro Importer. This post will walk you through the process of downloading an excel, csv or txt file from your financial institution and then how to import this file using the powerful payee alias feature. On the first screen of Transaction Pro you … [Read more...]
Importing Journal Entries using Transaction Pro Importer for QuickBooks
In this post we will provide an overview of how to import journal entries 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 journal entry. Then select the options button if you want to … [Read more...]
How to import beginning Accounts Receivable by Customer and beginning Accounts Payable by Vendor into QuickBooks
Updated on December 12, 2012 for Transaction Pro Exporter 5.0 Often times businesses have a need to bring in opening receivable or payable balances into their QuickBooks company file. This can be a result of buying a business, migrating from another accounting software or perhaps the need to create a brand new QuickBooks company file due to issues with the existing QuickBooks company file. This blog post will provide some steps that you can follow to accomplish this task. Retrieving … [Read more...]
How to import time tracking transactions using Transaction Pro Importer 4.0 for QuickBooks
In this post we will provide an overview of how to import time tracking transactions 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 4.0\sample files We will also select an import type of time tracking. Then select the options button if you … [Read more...]
How to import sales receipts using Transaction Pro Importer 4.0 for QuickBooks
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 4.0\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 Sales Orders Using Transaction Pro Importer 4.0 for QuickBooks
In this post we will provide an overview of how to import sales orders 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 4.0\sample files We will also select an import type of sales order. Then select the options button if you want to select any … [Read more...]
How to import receive payments using Transaction Pro Importer 4.0 for QuickBooks
In this post we will provide an overview of how to import receive payments 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 4.0\sample files We will also select an import type of receive payment. Then select the options button if you want to … [Read more...]
How to import Purchase Orders using Transaction Pro Importer 4.0 for QuickBooks
In this post we will provide an overview of how to import purchase orders 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 4.0\sample files We will also select an import type of purchase order. Then select the options button if you want to … [Read more...]
Importing Journal Entries using Transaction Pro Importer 4.0 for QuickBooks
Updated December 28. 2011: We have an updated blog post on how to import journal entries into QuickBooks using the latest version of Transaction Pro Importer here. In this post we will provide an overview of how to import journal entries 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 … [Read more...]