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 Product – Transaction Pro Exporter for QuickBooks Online
This month we released a new product, Transaction Pro Exporter for QuickBooks Online, which is available at no additional charge (aka "free") as part of our Transaction Pro Importer App. This tool will allow you to export transactions and lists from QuickBooks Online with flexible mapping options. Transactions and lists currently supported include: Bills Bill Payments Cash Purchases Checks Credit Card Charges Credit Card Credits Credit Memos Deposits Estimates … [Read more...]
Updating or Transfering Memorized Transactions in QuickBooks
A couple of times a week we have QuickBooks users contacting us either asking if there is an easy way to either update information on existing memorized transactions or if they can transfer existing memorized transactions to a new QuickBooks company file. Unfortunately, Intuit has not yet provided support for memorized transactions in the QuickBooks SDK so there is no way for developers to access this transaction type. However, we do have a workaround! Read more below. Step 1: Use our … [Read more...]
How to use default values and add user defined fields with Transaction Pro Exporter for QuickBooks
This post discusses two additional features added to Transaction Pro Exporter 3.0 for QuickBooks. You can also take a look at another post that discusses how to define data types here. How to Define Default Values In this example we are going to assume that the fulfillment center always needs to have the value of Destination in the FOB column for each order yet you are not capturing this data on your sales orders in QuickBooks. First you will need to select the date range and … [Read more...]