![]() ![]() 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. Learn about this formula in our Knowledge Base article Use the Static Value / Formula Column. 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. Find out how RMSS eliminated 60 hours of manual data entry each month with Transaction Pro. The static value column on the mapping window can also be used for some formulas. Transaction Pro for QuickBooks Desktop and QuickBooks Online features the tools you need to move data into and out of QuickBooks quickly and easily. ![]() 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. A complete system to run your small business used by 1000s. There is also an option to automate these types of updates while importing with Transaction Pro by using the Alias Option. Get an unfair advantage with inFlow Inventory management software. Unless you want a separate vendor for each Walmart store, you will want to update the vendor name to match QuickBooks as Walmart. 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. Transaction Pro Importer is a third party add-on to QuickBooks. Attached below this article are Excel workbooks that contain all the Sample Import Files for both Transaction Pro Importer Online - US Version and Transaction Pro Importer Online - Non-US Version. The single vendor name can be entered as a static value for the import in the Transaction Pro mapping. Sample Import Files for Transaction Pro Importer Online. 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. Transaction fees will apply for any credit or debit card payments made during the. ![]() 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. Integrates with: QuickBooks Online, QuickBooks Pro/Premier, and Xero. 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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