Read this blog, you get complete knowledge about how to connect Transaction Pro with QuickBooks Online with all the mandatory information. While doing transactions, the user has to be sure what type of transaction takes place or which list can be imported to QuickBooks Online utilizing the QuickBooks Pro importer. The list represents many options such as credit card charges, bill payments, journal entries, invoices, and sales receipts.
How Transaction Pro Works with QuickBooks Online
Transactions Pro makes all things easy to import-export and delete the data. They include all transactions along with QuickBooks utilizing Excel or CSV files. It is one of the simplest and best ways to exchange external data with QuickBooks Online.
Users can easily import products and services, just need to go through with below steps.
- Open the QuickBooks Online window and then choose the “settings” option.
- From the drop-down preference, mark the “Import data” options.
- After that, hit your next click on the “Products and services”
- Locate and choose the Excel file you want to import
- Must be sure about all the data you want to import and then click on NEXT
To Upload a QBO File to QuickBooks Online, perform the following steps
- Go to the QuickBooks File menu, click on “Utilities”
- Then choose the “Import” option and also mark your next click on the “Web Connect Files”
- Choose that specific QBO file that you saved and then click on “Open”
- A list of all “Bank Accounts” will pop up on your screen and then select your “Bank Account”
- Proceed forward and click on “Continue”
- Then again open the Bank Feed Centre to view all old transactions and you are all done with this process.
Benefits, you must know about them.
- Transaction Pro is specifically designed for easy use. This product is introduced for business purposes only to make all accountancy management. It helps to raise the business economy level.
- FAST Transaction Pro uses the most recent Intuit APIs to guarantee the quickest possible uploads. This will help you to improve the performance of the workflow which leads to managing all processes accurately. You will find that they continuously work on increasing the value of all items to be more productive.
- Transaction Pro has been the believed name for information imports and exports for QuickBooks Online.
Benefits of Connecting Transaction Pro with QuickBooks Online
Connecting Transaction Pro with QuickBooks Online offers numerous benefits. It streamlines data imports, enabling businesses to transfer large volumes of transactions effortlessly, saving time and reducing manual entry errors. The integration supports various file types, including Excel and CSV, enhancing flexibility.
Automated data mapping ensures accuracy and consistency, minimizing discrepancies. Users can schedule imports, ensuring timely updates. Transaction Pro also facilitates bulk transaction deletions and updates, improving data management efficiency. Its user-friendly interface simplifies the process, making it accessible for non-tech-savvy users. Here are some of the software that you can import data to QBO with the help of Transactions Pro…
- Convert Reckon to QuickBooks
- Migrate QuickBooks Online to Enterprise
- Omega to QuickBooks
- Oracle to QuickBooks
- Convert ‘SAP to QuickBooks
Conclusion
Transaction Pro has been the believed name in information import, export, and erase tools with QuickBooks Online. Transaction Pro makes it quick and simple to move all transactions and records into and out of QuickBooks using Excel or CSV documents. A straightforward one-time mapping is everything necessary; no confounded formats. Exchange Pro can easily save for long periods and reduce all complexities of manually entering exchanges into QuickBooks.