transaction pro importer quickbooks invoice number sequence

Select the column that matches the QB fields from the drop down arrow at the right of this column.įAQ 1: What if the import file does not have a header row? If the import file does not have a header row, the titles Field1, Field2, etc will be seen in the drop down list. IMPORT FILE COLUMNS: These are the Column Names that are on the first row of the import file. The OPTIONS button is found on the first window of Importer.įAQ 4: What if more information is needed as to where these fields reside in QBDT? The complete Data Dictionary for all list and transaction import can be found HERE.

Yes, the same column can be mapped to as many QB fields as needed.įAQ 3: What if all the fields needed to show in this column? If using custom fields on transactions or lists, be sure to turn on the USE CUSTOM FIELDS option within Importer. Read more about static values in another section below.įAQ 2: Can an import file column be mapped to more than one QB field?. Data must be mapped on every row of the import file for these fields or a static (default) value enter. QUICKBOOKS FIELDS: These are all the fields available on that particular transaction or list import.įAQ 1: Why are fields highlighted in red? These are the minimum required fields that are required on this QBDT transaction or list. The Importer mapping screen is comprised of three columns:

Be sure to watch the video in conjunction with the helpful tips that follow below the video.īelow is a screenshot of the Importer mapping screen with more detailed information below it. Transaction Pro Importer map files can be created to import transactions such as Invoices or Journal Entries and to import lists such as Price Levels, Customers, or Items into QuickBooks Desktop (QBDT).īelow is a short video of the process.

Transaction pro importer quickbooks invoice number sequence