The longer that you have been using QuickBooks typically the more list items that you have or perhaps your reporting requirements have changed since you set up your first list item in QuickBooks and you need to add additional information to existing list items. We are receiving a lot of queries at this time of year of how to update lists using Transaction Pro Importer ("TPI") and/or Transaction Pro Exporter ("TPE"). You can make updates to any of the QuickBooks lists below using TPI or TPI and … [Read more...]
Powerful Cross Reference Features Available in Transaction Pro Importer for QuickBooks
This blog article will help those users whose list data in QuickBooks does not match up with the data that is being exported from their other system. For instance many other systems store list items by number whereas in QuickBooks a name is used. In order to properly associate your transactions with the proper names in QuickBooks, Transaction Pro Importer has a cross reference feature for the following fields: Customer Name (via QuickBooks account no. field) Vendor Name (via … [Read more...]
Transaction Pro Importer for QuickBooks Options to Not Add New Customer, Vendors, Employees, Items and Accounts
Often times the database from which you are downloading files to import into QuickBooks is not in sync with the following QuickBooks List Items: Customers Vendors Employees Items Accounts We do have very powerful cross reference features that you can read about here. However, what if you cannot take advantage of these cross reference features and do not want to risk polluting your QuickBooks company file with erroneous list items then you might want to consider selecting … [Read more...]
Helpful Excel Formula: How to Change Format of Names from FirstName LastName to LastName FirstName
Often times we find that the name formats (whether they be customers, vendors, employees or other names) differ between QuickBooks and the export file from other applications. We recently had a client contact us regarding his import file which had one field for the name that started with the customer's first name. Unfortunately, our client had his customers stored in QuickBooks with the last name appearing first. For example... Import File Contained: James T. Kirk Name in … [Read more...]