In this post we will provide an overview of how to import credit card charges 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 credit card charge. Then select the options button if you want … [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 Credit Card Charges/Credits using Transaction Pro Importer 4.0 for QuickBooks
In this post we will provide an overview of how to import credit card charges and credits into QuickBooks using Transaction Pro Importer. Please note that although these are two separate transaction types and imports they both operate the same so we will just show a sample credit card charge import. If you are doing a credit card credit import make sure that your credits are expressed as a postive amount. On the first screen of Transaction Pro you will select the browse button to select … [Read more...]