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Sometimes when you want to import from another business application there are limitations on the use of Customer and Vendor names. The Customer & Vendor Account Number feature is available…
As businesses want to move more of their operations to the cloud, accounting professionals make frequent requests looking for help to migrate from QuickBooks Desktop to QuickBooks Online. Because Intuit…
In my last article, I showed you how to attach and send files, but there is so much more you can do—such as emailing sales forms, invoices, statements, and more—all right within QuickBooks. Today, I would like to go back to basics and show you how QuickBooks Desktop users can access and retrieve emails sent from QuickBooks.
Paying commissions or splitting gross profits based on work effort is a common need that isn’t addressed very well in QuickBooks. Transaction Pro Exporter allows me to pick columns and…
In this month’s blog, we will be discussing how to export data and related filters. We get a lot of inquiries about how to move data from one QuickBooks file…
Easy transaction imports from CSV spreadsheet, Excel, and bank transactions Are you wondering how to import bank transactions into QuickBooks® Desktop or QuickBooks Online without doing hours of manual work…
When you use the right tools in your business, you can save significant time, which leads to money savings. When that happens, you have more time to focus on what…
When you need to import a file into QuickBooks using Transaction Pro there are two ways it can go. Either your formatted file is formatted exactly right for import OR…
Perhaps because it is so easily available to them, professionals have used Excel for years to prep data for importing with Transaction Pro. Today’s blog is about a newer way…
