If you are looking for a fast an easy way to import journal entries into QuickBooks Online, if you haven’t already, take a free trial of our Transaction Pro Importer App. You can map your own import file however if you prefer we also provide templates that you can use which you can find at the bottom of this Knowledge Base Article. Some of the most common use case scenarios for a journal entry import are listed below: Importing Payroll Data after each payroll. Importing Daily Sales … [Read more...]
Upgrading your Transaction Pro Importer or Exporter Software for QuickBooks Pro, Premier or Enterprise
We recently came out with Version 7 of our Transaction Pro Importer and Exporter. If you are using earlier versions of the Transaction Pro software you should review this article to see if your version of Transaction Pro is compatible with your windows operating system and your version of QuickBooks. The purpose of this article is to show you how to transfer your map files and options to the most recent version of Transaction Pro. Please note that you can also follow the steps in this article … [Read more...]
9 things you can do right now to prep your business for year end
Below is a guest blog post, from one of our Transaction Pro Partners, with some tasks you should consider doing now to make the first of the year run more smoothly. You should note that our Partners are also QuickBooks Pros so if you need help with QuickBooks or any accounting needs they are a great resource for your small business. If you run a small business, the first of the year can get crazy busy. Especially, if you don’t have an accountant or staff to help you, or if you don’t have the … [Read more...]
What file formats can I import into QuickBooks?
One of the most common questions that we are asked every day is what sorts of files can be imported into QuickBooks Desktop company files (Pro, Premier and Enterprise Editions). Below is a listing of all the different file formats that will work with Transaction Pro Importer for QuickBooks: Excel files (all formats are supported going back to Office 1997 and including Office 2016 and Office 365) CSV files (also known as comma separated value) Txt files (comma, pipe and tab delimited … [Read more...]
Labor Job Costing Import Templates for QBO Plus using Transaction Pro Importer
We hear from many QuickBooks Online users that they struggle with doing full job costing within QuickBooks Online. Read more below on how one of our Transaction Pro Partners, Silicon Valley Accounting Solutions, solved this shortcoming within QuickBooks Online. The “Projects” feature within QuickBooks Online Plus can help users more easily see job profitability and other job related reports. However, there is unfortunately still no job costing for direct labor in QBO. For service based … [Read more...]
Importing Multiple Price Levels To QuickBooks
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...]
QuickBooks Reports That Can Be Exported Using Transaction Pro Exporter
Our Transaction Pro Exporter for QuickBooks Pro, Premier and Enteprise primarily exports list and transactions out of QuickBooks. Over the years we have added some reports that you can export from QuickBooks. Below is a listing of all the reports and why you might want to use some of these reports. Journal Report This report provides all the debits and credits behind any transaction in QuickBooks. This report shows the raw data without any formatting so it is helpful to those that need to … [Read more...]
Scheduling your QuickBooks Online Exports using Transaction Pro
For exporting transactions and list from QuickBooks Online you have a new option in Transaction Pro. With this option you can configure your exports and schedule. The schedule could be one time or recurring. This option allows you to configure your export schedule and lets you export data on regular intervals without having to initiate them in the Transaction Pro Importer App. Think of all the time that this new feature can save you and if you review the use case scenarios below you can also … [Read more...]
New Feature! Let QuickBooks Online Automatically Calculate the Exchange Rate
If you have multi-currency turned on in QuickBooks Online you have the ability to create all sorts of transactions with different currencies. But what happens if your import file does not contain the exchange rate rate? No worries we have recently added the ability to let QuickBooks Online calculate the amount of the transaction for you. Read more about this new option called: Auto Exchange Rate below. Auto exchange rate is available for following import types: Bank-Statement … [Read more...]
Access your QuickBooks Data in the Cloud With Swizznet Hosting Services
Many of our QuickBooks clients that need to access their accounting data in the cloud will contact us looking for what their options might be. We have had many Transaction Pro clients use our products on the Swizznet cloud on their own virtual servers and they have been very happy with the reliability of the platform. Additionally, we recently partnered with Swizznet to add our Transaction Pro applications to their shared hosting platform. As a kick off to this new offering Swizznet offered a … [Read more...]
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