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...]
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...]
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...]
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