![]() The number of home currency units it takes to equal one unit of currency specified for QuickBooks Online company. Reference number of the invoice to which the payment applies to.Ĭurrency associated with the transaction. If using an account number include only the lowest sub-account number and enable the Transaction Pro Importer option, Enable Account Numbers. Transaction Pro allows businesses to export, import and delete data in the form of invoices, journal entries and other documents in and out of QuickBooks. If using Account Names in QuickBooks Online specify the entire account name, including any sub-account names and separate with account and sub-account with a colon in between (eg. Transaction Pro is now Rightworks Rightworks is the only intelligent cloud provider offering a unified portfolio of advanced technology solutions purpose-built for accounting firms and professionals. Include only the account name or account number in this field and not both. Organization-private note(memo) about the transactionĪccount to which the amount comes in. Specifies the customer reference for this transaction. The following are instructions for importing the Certify Bill Report into QuickBooks Online using Rightworks Transaction Pro Importer. ![]() This feature is great when you are importing orders that may not be in sequence or do not match your Quickbooks invoice numbering system. When you click on the Options button you will see the feature to Auto-Assign Invoice numbers. QuickBooks has a closed database they control access to the data very tightly. Let us have a look at some of the Options in Transaction Pro for Quickbooks Online. Reference number for the receive payment transaction. Importing QuickBooks Transactions with Transaction Pro Importer. This value is used to group multiple line items in single transaction. Peak Advisers provides TPI training for clients of several software firms including Concur and Epicor.Ĭontact Peak Advisers or another TPI partner and benefit from the years of experience we have working with QuickBook sand TPI.By default, this value is used only for internal processing by Transaction Pro Importer. Peak Advisers works with all aspects of QuickBooks’ products and platforms, including TPI. They can offer objective advice on your entire accounting package and even train your staff in how to efficiently use TPI to manage your businesses’ most critical asset – your financial data. ![]() Peak Advisers and other TPI partners can help you through setup and implementation, so that your information is managed accurately. The QuickBooks Certified ProAdvisors at Peak Advisers will help you improve practices, speed and proficiency. Or, because you’re busy running your business, you haven’t had the time to sit down and fully understand, or learn all the shortcuts and command line options you can use to boost your productivity along with your team’s productivity.įor instance, did you know you can “turn off” required fields? Or did you know that most companies can automate the import of data from third party systems, such as a warehouse management system, into QuickBooks? Technology made easy for youįor these reasons and more, you should consider talking with a TPI partner like a QuickBooks Certified ProAdvisor. Regardless of how you use Transaction Pro Importer, whether on your desktop, online or in the cloud, the options for working efficiently can at times be overwhelming. TPI is a robust tool with numerous and unique options to assist in importing data, or managing lists or simply to automatically assign transaction numbers for credit memos, estimates, invoices, journal entries, purchase orders and sales receipts to name a few. Like the master carpenter, you now have a great tool in your kit to get many jobs done efficiently and effectively.
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