Items in QuickBooks are used to post transactions to your chart of accounts and are required on sales transactions and may be used on purchase transactions if you wish to use job costing. This blog post will demonstrate how quick and easy it is to either import new items or update existing items in QuickBooks Pro, Premier or Enterprise using Transaction Pro Importer. This article will address how to import the following item types: Inventory Part Non-inventory Part Service Other … [Read more...]
QuickBooks Inventory Adjustment Imports
This article will provide you with step by step instructions of how to import an inventory adjustment transaction into QuickBooks Pro, Premier or Enterprise. In addition we will provide you with some common pitfalls and some tip and tricks. If you do not already have a copy of our Transaction Pro Importer 5.o ("TPI5") you can request a free trial and test this out here. First here are some things that you need to pre-plan pre-import: Make sure all the items in your import file exist … [Read more...]
How to create new items in QuickBooks while importing transactions using Transaction Pro Importer
We often times get the question: What happens if my item in my import file does not exist in my QuickBooks company file, will Transaction Pro Importer 5.0 ("TPI5") create this item for me? The answer is yes! On the last screen of TPI5 you indicate how you would like any new items to be set up by TPI5 in QuickBooks. In the drop down boxes below you can indicate the item type (service, inventory, non-inventory or other charge) along with the associated accounts and sales tax code. If your … [Read more...]
Import Items into QuickBooks using Transaction Pro Importer 5.0
Importing your Item Lists into QuickBooks using Transaction Pro Importer can save you a lot of time. However, you need to make sure that your import file contains at least the minimum information required by QuickBooks or the import will not be successful. Below is a listing of the required fields for each item type that you can import using Transaction Pro. Inventory Part – Minimum Required Fields Item Name/Number Income Account Asset Account COGS Account Non inventory … [Read more...]
Advanced Inventory (Site) Feature Available in Transaction Pro Importer for QuickBooks
Updated March 5, 2012: The site field is now also available on inventory adjustment imports. In QuickBooks Enterprise 2011 Intuit added a new feature called Advanced Inventory. What this new feature provides for is management of multiple inventory locations within QuickBooks. You can enable Advanced Inventory in your QuickBooks preferences in the Items & Inventory section. Once Advanced Inventory is enabled you will see a new field, Site, added to the various transactions that … [Read more...]
How to format customers, items, classes and accounts in your import file for use with Transaction Pro Importer for QuickBooks
Please find an updated article here. A very common questions that we receive from users is how to format customers, items, classes and accounts that have multiple levels (jobs, sub-items, sub-classes and sub-accounts) in your import file to be used with Transaction Pro Importer. Please note that this response is applicable to both Transaction Pro Importer 4.0 (that works with Pro, Premier and Enterprise versions of QuickBooks) as well as Transaction Pro Importer - QuickBooks Online … [Read more...]
Importing Item List Using Transaction Pro Importer 4.0 for QuickBooks
Importing your Item Lists into QuickBooks using Transaction Pro Importer can save you a lot of time. However, you need to make sure that your import file contains at least the minimum information required by QuickBooks or the import will not be successful. Below is a listing of the required fields for each item type that you can import using Transaction Pro. Inventory Part – Minimum Required Fields Item Name/Number Income Account Asset Account COGS Account Non inventory Part … [Read more...]