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Powerful Import Options Available with Transaction Pro Importer

Transaction Pro is Swizznet’s newest QuickBooks hosting partner. Easily import or export info from your QuickBooks file without the need to setup a custom server. Transaction Pro (TPI) eliminates hours of tedious data entry so you can spend less time at your desk and more time doing the things you love. Many clients will purchase Transaction Pro Importer for QuickBooks trying to achieve one objective and do not explore the many additional features available within TPI. We hope that this article will provide you with some additional features or imports that you can explore.

Feature 1: Use Formulas or Static Values on the TPI mapping screen.

In the image below, refer to the last column on the left titled Static Value/Formula. In QuickBooks, the name is one big field yet in this import file the first name and last name are in two separate columns so we created a formula similar to the concatenate function in Excel. For the next field, down on the mapping screen, Transaction Date, since we want all transaction to show the same date we are provided the date to be used as a default value. You can read more about this feature in the TPI help file or on the Transaction Pro blog.

 

 

Feature 2: Use Advanced e-Commerce options

If your business uses an online shopping cart there are additional columns of data that contain information such as sales tax, discounts and shipping. As an added bonus, you can use this option if you have a file that has all the items for one customer on one line but enabling the TPI option: Separate columns (fields) for each item sold. You can read more about this feature in the TPI help file or on the Transaction Pro blog.

 

Feature 3: Cross reference Features

Often, list items such as customers or products being sold may not match up between QuickBooks and your other software that you are importing data from. If this is the case you can use a different field in QuickBooks to match the data in the import file. This is available on the following list types:

  • Customers
  • Vendors
  • Employees
  • Items
  • Accounts

You can read more about this feature in the TPI help file or on the Transaction Pro blog.

Feature 4: Payee Alias Matching

What if you have a financial institution that does not feed into QuickBooks. No worries you can use TPI to create the transactions and you can set up Aliases within TPI so that the correct vendor names and accounts are used on the transactions. The Alias function is available on:

  •  Bank Statements
  •  Bills
  • Checks
  • Credit Charges

You can read more about this feature in the TPI help file or on the Transaction Pro blog.

Feature 5: Even more options are available using our Command Line Parameters

If you do not see the option that you need on our three options screens we have even more options available via our command line parameters. Some of the many options available include:

  • Ability to automate imports
  • Adds a transaction type to link invoices to sales orders
  • Adds the ability to import by invoice number only when importing receive payments (eg.  a customer name is not required)

Getting started with Transaction Pro: Importer and Exporter is easy.

  • If you do not already have access to it, you can always setup access via the Marketplace or by contacting sales@swizznet.com.
  • After Transaction Pro has been added to your account, login and first launch QuickBooks first and log into your company file.
  • Go to our Knowledgebase to view our complete guides to getting started with importer and exporter.

We hope this article will start you thinking of the multiple ways that TPI can be used in your business.

 

Bio:

Karen Magno, a consultant at Transaction Pro for QuickBooks, has been helping small businesses and their accountants eliminate manual data entry to and from QuickBooks for more than 10 years.  Karen is a QuickBooks Desktop and QuickBooks Online Certified ProAdvisor.

 

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