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...]
Bill and Check Imports into QuickBooks when multiple amounts and/or accounts are all on the same line when using Transaction Pro Importer
This post is for those users that are importing bills or checks into QuickBooks using Transaction Pro Importer ("TPI") that have multiple amounts all on the same line. By enabling either of the options below on the Advanced Tab you will see that additional 15 expense account related field are added to the TPI mapping screen. To demonstrate how this works lets assume that a company pays vendors commissions but this company also gets a five percent referral bonus on each payment. Below … [Read more...]
Import Bills into QuickBooks Online using Transaction Pro Importer on the Intuit App Center
Want a fast and easy way to import your bill transactions into QuickBooks Online? This application is on Intuit's newest platform, the Intuit App Center. There is a free trial available here. As long as your data is in an Excel or CSV file you can use Transaction Pro Importer for QuickBooks Online to upload these transactions to your QuickBooks Online company file. Your import file can contain columns in any order, have whatever headers you want and can have extra columns. We have provide … [Read more...]
Import Bills into QuickBooks using Transaction Pro Importer 5.0
In this post we will provide an overview of how to import bills 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 We will also select an import type of bills. Then select the options button if you want to select any … [Read more...]
How to import bank statements into QuickBooks
New in Transaction Pro Importer 5.0! You can now can import bank statements from excel, csv, text, Quicken (.qif) or Microsoft Money (.ofx) file into QuickBooks. To make this process even easier Transaction Pro Importer includes a powerful feature called payee alias matching. Most times financial institutions use different names that those in your QuickBooks company file nor do they provide the expense or income accounts that you want to use in QuickBooks. The Payee Alias feature is … [Read more...]
How to import multi-lined transactions into QuickBooks
Please refer to an updated blog post here. Transaction Pro Importer for QuickBooks will group multiple lines in your import file onto one transaction (eg check, invoice etc.) based upon a common value that is mapped to the QuickBooks field, RefNumber, on the Transaction Pro Importer mapping screen. See a sample of the Transaction Pro Importer mapping screen below. There are a few exceptions to this rule which are detailed below. Purchase Order: Instead of using the RefNumber … [Read more...]
Importing Bills, Checks and Credit Card Transactions into QuickBooks – Required Fields
On the transaction types listed below QuickBooks gives you the option of using either expense accounts or items on the transaction. * Bill * Check * Credit Card Charge * Credit Card Credit * Vendor Credit On the Transaction Pro Importer for QuickBooks mapping screen required fields are denoted in red. There are some fields however, that become required depending on whether you are using expense accounts or items. If you are using expense accounts the following two fields are … [Read more...]