In this post we will provide an overview of how to import invoices 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 memo. Then select the options button if you want to select any … [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...]
Invoice and Credit Memo Imports using Transaction Pro Importer for QuickBooks
Normally, with Transaction Pro Importer for QuickBooks you need to do separate imports for each different transaction type. Did you know that can turn on an advanced feature that will allow you to import invoices and credit memos in the same import? Please read the article below on how to access this advanced feature. Structure of your Import File Invoices and credit memos need to be expressed as positive amounts in your import file Each row in your import file needs to specify … [Read more...]
Importing Credit Memos using Transaction Pro Importer 4.0 for QuickBooks
In this post we will provide an overview of how to import credit memos 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 4.0\sample files We will also select an import type of credit memo. Then select the options button if you want to … [Read more...]