transaction pro importer quickbooks online

#Transaction pro importer quickbooks online how to

Invoice without SKUs - includes the default fields plus the customer name, invoice number, and no product 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 click Load Map and use one of commonsku's maps. Static Value/Formula - Customizable fields to combine data from the invoice/bill CSV file.Import Film Columns - Data from the invoice/bill CSV file.QuickBooks Fields - QuickBooks Desktop's import fields.Click Next to open the map window, then follow the steps below to create your invoice/bill map.Click Next to view the invoice/bill details.Import Options - Generate Transaction Log - outputs all processed and failed transactions to a log window.Import Options - Truncate import field data that exceeds maximum length allowed by QuickBooks.In the basic options, select the boxes beside:.On the welcome screen, set up the drop-downs with Field: Comma, Record: CR/LF, Import Type: Invoice, or Bill.In Transaction Pro Importer's welcome screen, click Browse to open the invoice or bill CSV file > select the file > then, click Open.Open QuickBooks Desktop, then open Transaction Pro Importer.Export an invoice and bill from commonsku.Transaction Pro Importer general settingsįollow the directions below to set up Transaction Pro Importer's general settings:

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 importer quickbooks online 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.