QuickBooks

Year-end is coming and a lot of businesses will be counting inventory to make any needed year-end corrections. The basics of the import for year-end counts are to get an…

There are many times when we would like to analyze data, but we may question if we have the skills to do it. We will illustrate a few simple steps…

Transaction Pro for Desktop has a helpful feature called Command Lines, which might be a new term for you. Command Lines can speed up your imports and exports and make…

Transaction Pro Importer helps businesses around the world eliminate manual data entry into QuickBooks Online. But often we find many businesses don’t take full advantage of the many features and…

This month we spoke with our Support Lead, Bonnie, asking her to share answers to the top importing questions. The most common question topics include formatting lists, when to use…

Many people using QuickBooks (Desktop or Online) are long-time users, with years of data piling up in their company file. Item Lists can become unmanageable when there is a discontinued…

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…