How do I move Transaction Pro Importer to a new computer?ĭo I have to use Transaction Pro Importer?.Can I import product SKUs on my invoices or bills?.Do I have to use Transaction Pro Importer?.If you have any questions, reach out to the Support Team at for further assistance. If you'd like to make a change, delete the bill and re-do your mapping. In the "QuickBooks Item Settings" screen, set up the drop-downs with Item Type: Non-Inventory Part, Account: (select your expense account), Sales Tax Code: Tax or Non, if not taxableĭouble-check the bill in QuickBooks Desktop and ensure everything looks the way you need.The import settings only need to be set once if your team isn't importing product SKUs if your team is importing product SKUs, you'll need to ensure these settings are consistent each time you import bills.įollow the directions below to finalize your bill import settings: Click Next again, then follow the steps below to finalize your bill import settings.Bill with customer name, project number, and project name - includes default fields, customer name, project number, project name, and no product SKUs.Bill with customer name and project number - includes default fields, customer name, project number, and no product SKUs.Bill without SKUs - includes the default fields, but without SKUs.You can create your custom map by clicking the Field Match button to load the general Import Film Column fields, then add data as need, or you can use one of commonsku's maps. If you'd like to make a change, delete the invoice and re-do your mapping. Select the box beside "Save All Settings"ĭouble-check the invoice in QuickBooks Desktop and ensure everything looks the way you need.In the "QuickBooks Item Settings" screen, set up the drop-downs with Item Type: Non-Inventory Part, Account: (select your income account), Sales Tax Code: Tax.The import settings only need to be set once if your team isn't importing product SKUs if your team is importing product SKUs, you'll need to ensure these settings are consistent each time you import invoices.įollow the directions below to finalize your invoice import settings: Click Next again, then follow the steps below to finalize your invoice import settings.Click Next for a preview of what's being imported (errors are highlighted in yellow and can be fixed in-app on Transaction Pro Importer's paid version).Once you've uploaded or completed your map: Invoice with number and project name - includes the fields from the "Invoice without SKUs" map and will also create sub-jobs with each project number and project name.Invoice with project number - includes the fields from the "Invoice without SKUs" map and will also create sub-jobs with each project number.
#Transaction pro plus#
Transaction Pro Importer general settingsįollow the directions below to set up Transaction Pro Importer's general settings:
#Transaction pro trial#
You can take advantage of Transaction Pro's free trial before your purchase, but please note that the free trial does not import transaction dates or allow in-app editing. Transaction Pro Importer for QuickBooks Desktop enables you to save time by eliminating duplicate data entry. Transaction Pro Importer general settingsĮnsure you have set up QuickBooks Desktop, including adjusting client names, supplier names, and tax items, before you set up Transaction Pro Importer.
#Transaction pro how to#
Learn how to set up Transaction Pro Importer. How to Set Up Transaction Pro Importer Transaction Pro Importer migrates your invoice and bill files to QuickBooks Desktop.
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