![]() Transaction Pro Importer should map the columns appropriately as provided by Lead Commerce. Go through the wizard for importing your files by clicking next.Note: These additional options are available for importing by clicking the Options button next to Program Options.Select your Import Type, for this demo, we will select Sales Order.Select your delimiter as "Comma" and Record "CR/LF".Browse to the CSV provided by Lead Commerce.Proceed to the Importer, Select your file source as "File".Select "Yes, always allow access even if QuickBooks is not running", then click "Continue", then "Done". You will be prompted about an Application Certificate. You must have QuickBooks already installed to use Transaction Pro. Download and purchase your copy of Transaction Pro Importer.To use Transaction Pro with Lead Commerce, you need to complete the following steps (Instructions written for Desktop Version): Tutorial on Using Transaction Pro Importer: The version of Quickbooks such as premier does not matter as Transaction Pro Importer works with all versions. Note: Be sure to purchase the online, desktop or server edition of Transaction Pro that fits the type of Quickbooks you are using. To watch Transaction Pro in action, click here. To get Transaction Pro Importer, click here. Most customers opt for either a daily or weekly data set to be emailed to them. These files are delivered based on whatever frequency you request with your support team and are usually determined during the on boarding process. Typical configuration settings for your Quickbooks integration will consist of four (4) file types Sales Order CSV, Payment CSV, Purchase Order CSV and an Item Receipt CSV. To get the files you need for Transaction Pro, please contact your sales representative on getting integration into Transaction Pro that is customized for your business. Transaction Pro Importer allows for easy import from Lead Commerce into QuickBooks of all versions and platforms for transactions and lists using a simple CSV file. We continue to improve Transaction Pro to remain the industry leader in QuickBooks data integration.To import your data into QuickBooks from Lead Commerce, we recommend a product called Transaction Pro Importer. This will be very helpful at year end when performing cleanup on your Products & Services list.Īll customer feedback, from daily requests to our annual survey, is reviewed quarterly prior to the next release. When updating existing Products and Services, your import must include the Name and the field that you wish to update. This includes the descriptions and General Ledger accounts for already existing Products and Services. In addition, you are now able to update all available import fields for Products and Services. Watch our YouTube channel in the coming weeks for a detailed video for this new import type. You can process an import for the Terms list. In addition to adding these QuickBooks Online import fields, we also added a completely new import type in the selection list. To see a full list of supported account and sub-account types, see this article. Support for additional sub-account types for the Account list import has also be added. The following QuickBooks Online import fields were added to Transaction Pro Importer: Bill Rate field in Vendor import and Class, Preferred Vendor, and Reorder Point fields for Product and Service import. We recently released an update to add support for some additional QuickBooks Online import fields. To add new functionality to Transaction Pro, we continually review the QuickBooks Online import fields as Intuit makes them available to third-party developers and add them to Transaction Pro.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |