Often times third party vendors that provide QuickBooks users with files that contain payment information that is either incomplete or inaccurate making it difficult to import the receive payment transactions into QuickBooks. This post will point out many options that you have available within Transaction Pro Importer ("TPI") to overcome these hurdles. The options we will be discussing are as follows: Customer account number cross reference Command line to allow a payment to be … [Read more...]
Import Receive Payments to QuickBooks using Transaction Pro Importer
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 5.0\sample files. Please note that during the free trial you can import your own files into any QuickBooks company file. … [Read more...]