We just have added the ability to import deposits into QuickBooks Online. This feature is only available in the latest release of Transaction Pro Importer ("TPI") which is currently in beta and is being offered to a small subset of our users. However if you would like to have access to this latest version of TPI just send us an email to support@transactionpro.com asking for access to this latest version along with your QuickBooks Online company id (which can be found under the gear in … [Read more...]
Integrating Transactions from Wineries and Distributors to QuickBooks
We are honored to have a guest blog post from Pete Bornstein of BizPro Consulting Services who has done a tremendous job of supporting Wineries in integrating their eCommerce solutions with QuickBooks using Transaction Pro Importer. Please read about his experiences below. If you give me the right tool, I may not be able to move a mountain, but I can certainly transform a winery’s business systems environment. My tool of choice is Transaction Pro … [Read more...]
QuickBooks in the Cloud? Is this Solution For Me?
Everywhere you seem to turn today it seems live everyone is talking about QuickBooks in the Cloud. The purpose of this article is to explain your options so that you can make an informed decision. QuickBooks in the Cloud comes in two flavors: QuickBooks Online QuickBooks Desktop in a Hosting Enviromnent QuickBooks Online Lets first start with QuickBooks Online which is an accounting software that you can access from any web browser. Although this Online App shares the same … [Read more...]
Sixteen Million Transactions and Lists Imported into QuickBooks Online
Usually we will do a quick blog post ever five million transactions imported into QuickBooks Online using Transaction Pro Importer which should have been at 15 million. However, we surpassed this milestone much quicker than we anticipated. As of today we are right about 16 million transactions and lists imported to QuickBooks Online. Below is a breakdown of the imports by transaction type. Heading up the list is invoices at about twenty four percent of all transactions. Personally I am … [Read more...]
QuickBooks Online Imports – Helpful Navigation Tips
We have an App called the Transaction Pro Importer available on the Intuit App Center which will allow you to easily import lists and transactions from Excel or csv files to QuickBooks Online. Here are some common navigation tips and tricks to help get you started. Tip 1: How do I access Transaction Pro Importer? If you are the Admin of the Transaction Pro Importer App (eg the one that provided the credit card and who has the ability to add additional users) you can select the Apps tile … [Read more...]
Easily Import Purchase Orders to QuickBooks Online using Transaction Pro Importer
Want a fast and easy way to import your journal entries from Microsoft Excel or comma delimited files? Look no further than our Transaction Pro Importer on the Intuit App Center where you can take a free trial with no credit card required on the Intuit App Center. You can sign up for the free trial on our website. We have provided a picture of a purchase order screen from QuickBooks Online and a table with information on each of the fields to help get you started. Please review both the … [Read more...]
How to Import Income Accounts on Sales Transactions into QuickBooks Online
A very common question that we get asked is how do I increase my income accounts when there is no account field on an Estimate, Invoice or Sales Receipt Import? What happens is QuickBooks Online does all of this accounting behind the scenes by looking at the account that is attached to the product or service that you use on the sales transaction in QuickBooks Online. You provide the product/service as a line item on the invoice. In the screen shot below you will see that the product/service … [Read more...]
Easily Import Sales Receipts to QuickBooks Online Using Transaction Pro Importer
Update March 12, 2018: We have an updated blog article on how to import sales receipts here. Want a fast and easy way to import your sales receipts from Microsoft Excel or comma delimited files? Look no further than our Transaction Pro Importer on the Intuit App Center where you can take a free trial with no credit card required on the Intuit App Center. We have provided a picture of a sales receipt screen from QuickBooks Online and a table with information on each of the … [Read more...]
How to Import Sales Tax on your Sales and Purchase Transaction in QuickBooks Online
If you are using QuickBooks Online and our Transaction Pro Importer you can easily include sales tax on your sales and purchase transactions. We have a free thirty day trial available here. The fields are a little different depending on if your QuickBooks Online company is a US based business or not so please be sure to review the appropriate screen shots below. The sales tax fields are available on the following transaction types: Bills (non US companies only) Checks (non US … [Read more...]
How to Import Journal Entries into Quickbooks Online
Want a fast and easy way to import your journal entries from Microsoft Excel or comma delimited files? Look no further than our Transaction Pro Importer on the Intuit App Center where you can take a free trial with no credit card required on the Intuit App Center. We have provided a picture of a journal entry screen and a table with information on each of the fields to help get you started. Here is a table with all the fields on a journal entry and some helpful … [Read more...]