![]() ![]() ![]() If you want to end manual data entry and begin saving time by importing both Credit Card Charges and Credit Card Credits in a single import, check out our YouTube Video on this topic for a full demonstration of the process. Overall: I used Transaction Pro Importer for Quickbooks Enterprise and I can say the Quickbooks online version is much better and user friendly. QuickBooks Desktop Pro 2023 Quick Reference. Learn about this formula in our Knowledge Base article Use the Static Value / Formula Column. QuickBooks 2023 All-in-One For Dummies (For Dummies (Computer/Tech. With a Credit Card Statement import, it might be useful to use the Transaction Pro concatenate formula to combine two or more columns of info together for the Memo field. The static value column on the mapping window can also be used for some formulas. You can read more about the Alias Option in our Knowledge Base.Īny data that is not in your import file, such as the Credit Card General Ledger Account, can be entered into the Importer mapping as a static value. There is also an option to automate these types of updates while importing with Transaction Pro by using the Alias Option. As the platform is specifically made for. In line with this goal, Transaction Pro offers both desktop and online platforms to suit various business needs. This post will guide QuickBooks users on leveraging the functionality of Transaction Pro to help ensure clean and efficient data. Unless you want a separate vendor for each Walmart store, you will want to update the vendor name to match QuickBooks as Walmart. Transaction Pro is an accounting software that aims to revamp data entry by streamlining the workflow involved in importing, exporting, and deleting transaction information used in QuickBooks. Transaction Pro is a powerful tool that is capable of simplifying data entry, reducing errors, and enhancing productivity in QuickBooks Desktop and QuickBooks Online. However, on the import file, it may be Walmart Store # 1234. However, if each expense transaction is imported to the specific vendor name of the transaction, you will want to review the names to ensure that they match to the names that you already have in QuickBooks.įor example, you may have Walmart set up as a vendor in your importing file. The single vendor name can be entered as a static value for the import in the Transaction Pro mapping. If you record all your Credit Card transactions under a single vendor name, the vendor names that appear in the import file may or may not need to be updated prior to importing. Then, import the data in either Excel or CSV format. This type of import can handle both the Credit Card Charges and Credit Card Credits at the same time.īefore importing, Credit Card Charge amounts must be listed as negative amounts, Credit Card Credits must be listed as positive amounts, and be sure to review the vendor names. Are you struggling to get company credit card data into QuickBooks Desktop? Whether you need to import your monthly credit card statement or an employee-submitted expense report for company credit card activity, Transaction Pro can make the process quick and easy with a Credit Card Statement import.
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