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When you contact the Transaction Pro for QuickBooks team we may ask you to send us certain files to help us resolve error messages that you are seeing. The purpose…

Accountants spend huge amounts of time at their desks, many of which were acquired before the advent of multiple monitors and the knowledge of optimum ergonomic desk configurations.  While most of…

The 2017 CPA Firm Management Association (CPAFMA.org) Paperless Benchmark Survey released in the first quarter of this year, found that 23% of firms had moved their IT Infrastructure to cloud…

Merger discussions kick into high gear each summer as partners look to expand their practice reach, combine well-suited practices, discuss new service opportunities, and address succession and retirement issues.  Often,…

A common question that we receive from QuickBooks Pro, Premier or Enterprise users is if Transaction Pro Exporter/Importer can move historical payroll transactions from one QuickBooks company file to another….

Often times small businesses need to start a new QuickBooks company file, either from another QuickBooks company file, from an other accounting software or perhaps have purchased another business and…

Items in QuickBooks are used to post transactions to your chart of accounts and are required on sales transactions and may be used on purchase transactions if you wish to…

  Intuit has been rolling out a new feature in a phased approach to QuickBooks Online users called Categories.  You can read more on how categories can be used in…

Users of our Transaction Pro Importer frequently ask how they should format customers, items, classes and accounts that have multiple levels (jobs, sub-items, sub-classes and sub-accounts) in your import file…