If you are looking for a fast and easy way to import Deposit into QuickBooks Online, take a free trial of our Transaction Pro Importer App. Some of the most common use case scenarios for a Deposit import are listed below: Recording donations from an online web App. Recording daily activity from a point of sale system. Importing bank activities and to record both checks and deposits at the same time use our bank statement import. Tips and Tricks when creating your Import file and … [Read more...]
How to Import Invoices to QuickBooks Online
If you are looking for a fast an easy way to import invoices into QuickBooks Online, if you haven’t already, take a free trial of our Transaction Pro Importer App. Some of the most common use case scenarios for an invoice import are listed below: Importing Invoice transactions from another maybe industry specific invoicing application. Importing invoice transactions from a point of sale system Importing Monthly or Daily Activity from another Accounting System. Tips … [Read more...]
How to Import Cash Purchases into QuickBooks Online
If you are looking for a fast and easy way to import Cash purchase into QuickBooks Online, take a free trial of our Transaction Pro Importer App. Some of the most common use can scenarios for a Cash purchase import are listed below: Importing transactions from a debit card. Importing Monthly or Daily Activity from another account system. Tips and Tricks when creating your Import file and Transaction Pro Importer mapping: If you have a Cash Purchase transsction … [Read more...]
How to Import Bills to QuickBooks Online
If you are looking for a fast and easy way to import bills into QuickBooks Online, if you haven’t already, take a free trial of our Transaction Pro Importer App. Tips and Tricks when creating your Import file and Transaction Pro Importer mapping: Each line of the same bill should have the same value on every line and map that column to the QuickBooks field, RefNumber, on the Transaction Pro Importer mapping screen. The App support both account numbers and account names. However, only … [Read more...]
How to Import Credit Card Charges to QuickBooks Online
If you are looking for a fast and easy way to import Credit Card Charges into QuickBooks Online, take a free trial of our Transaction Pro Importer App. Tips and Tricks when creating your Import file and Transaction Pro Importer mapping: If you have a credit card charge that has multiple distribution lines on it repeat the same value on every line (e.g. a transaction id or credit card charges number) and then Transaction Pro will know to group the multiple lines onto one credit card … [Read more...]
How to Import Bill Payments to QuickBooks Online
If you are looking for a fast an easy way to import bill payments into QuickBooks Online, if you haven’t already, take a free trial of our Transaction Pro Importer App. Tips and Tricks when creating your Import file and Transaction Pro Importer mapping: Each line of the same bill payment should have the same value on every line and map that column to the QuickBooks field, RefNumber, on the Transaction Pro Importer mapping screen. The App support both account numbers and account names. … [Read more...]
How to Import Checks into QuickBooks Online
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. Some of the most common use case scenarios for a check import are listed below: Importing Payroll Data after each payroll. Importing Checks from an External Commission system that need to be printed. Importing Monthly or Daily Activity from another account system. Tips and Tricks when creating your Import file … [Read more...]
How to Import Journal Entries to QuickBooks Online
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...]
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