On the welcome screen, set up the drop-downs with Field: Comma, Record: CR/LF, Import Type: Invoice, or Bill. In Transaction Pro Importer's welcome screen, click Browse to open the invoice or bill CSV file > select the file > then, click Open.Open QuickBooks Desktop, then open Transaction Pro Importer.Export an invoice and bill from commonsku.Transaction Pro Importer general settingsįollow the directions below to set up Transaction Pro Importer's general settings: You can take advantage of Transaction Pro's free trial before your purchase, but please note that the free trial does not import transaction dates or allow in-app editing. Transaction Pro Importer for QuickBooks Desktop enables you to save time by eliminating duplicate data entry. Transaction Pro Importer general settingsĮnsure you have set up QuickBooks Desktop, including adjusting client names, supplier names, and tax items, before you set up Transaction Pro Importer. Learn how to set up Transaction Pro Importer. How to Set Up Transaction Pro Importer Transaction Pro Importer migrates your invoice and bill files to QuickBooks Desktop.
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