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...]
QuickBooks Online e-Commerce Imports
Many business use online shopping carts such as Amazon, eBay, PayPal etc. to sell their products and services. All of these shopping cart providers will provide an Excel or csv file download that will contain the details of the items sold. You can take this file and easily import the transactions into QuickBooks Online as either invoices or sales receipts using Transaction Pro Importer. Often times these orders will include additional components such as discounts, sales tax and shipping … [Read more...]
Transaction Pro Importer for QuickBooks Desktop – Troubleshooting Requests
When you contact the Transaction Pro for QuickBooks team we may ask you to send us certain files to help us resolve error messages that you are seeing. The purpose of this article is to show you where to find these files and also explain how they are used. For some of our users you may wish to look at some of these documents. Import File This is the excel, csv or txt file that contains the details of the transactions that you are importing. It is the file that you select when you select … [Read more...]
Using Transaction Pro Importer for QuickBooks Online with Veterinary Practices
Okay I will admit it I am a big sucker for anything related to my favorite office mate, my Cocker Spaniel, Teddy. You can see where he likes to hang out while I am working below. So when I saw a video on YouTube from Rocsy Bailey, a certified, virtual bookkeeper, on how she uses Transaction Pro Importer to import data from IDEXX Neo, a veterinary practice management software, I was hooked. Then I watched the video and Rocsy has a creative workaround (read more below). You should … [Read more...]
Supercharge your QuickBooks Online Imports with Transaction Pro Importer Options
Did you know that there are currently 19 options available on imports to QuickBooks Online using Transaction Pro Importer? Below we will discuss some reasons why you might want to consider implementing these options on your QuickBooks Online imports. You can access all the options on the Preview and Import page. Look for the COG Wheel at the upper right of the Transactions to Import data grid. When you select the options button you will see a screen displaying all the … [Read more...]
Hosting Your QuickBooks Company File in the Cloud – Interview with Skyline Cloud Services
Everywhere you turn, all you hear about is Cloud Accounting. There are a lot of advantages in moving your accounting to the Cloud which include: Anytime/Anywhere Access Minimal capital or IT resources required Automatic software updates However, in a prior article we discussed some considerations that you should think about before moving your QuickBooks desktop data to QuickBooks Online which included: Different or more limited functionality Retraining of staff members … [Read more...]
Converting from QuickBooks Enterprise to QuickBooks Online
We see many companies inquiring if and how they should convert their QuickBooks Enterprise Desktop company file to QuickBooks Online. The answer is yes this conversion can be accomplished with Intuit's built in conversion tools. Below are some of my suggested steps of how to go about the decision making process of moving to QuickBooks Online along with how to complete this process. This article was the result of a client of ours having questions about this conversion and Stacy Kildal and Woody … [Read more...]
Ledgersync and Transaction Pro Importer – Working Hand In Hand!
Please take a look at the great guest blog post from Maurice Berdugo of Ledgersync which solves a common pain point of getting financial PDF data from financial institutions into QuickBooks Desktop - Pro, Premier and Enterprise Editions. Read more below on how to alleviate data entry! Often we are asked- How can I get my historical bank/credit card data published into Quickbooks without having to use a complex PDF converter? Is there a tool that can make transaction import to … [Read more...]
New Product – Transaction Pro Exporter for QuickBooks Online
This month we released a new product, Transaction Pro Exporter for QuickBooks Online, which is available at no additional charge (aka "free") as part of our Transaction Pro Importer App. This tool will allow you to export transactions and lists from QuickBooks Online with flexible mapping options. Transactions and lists currently supported include: Bills Bill Payments Cash Purchases Checks Credit Card Charges Credit Card Credits Credit Memos Deposits Estimates … [Read more...]
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