Did you know that in addition to the many options available within Transaction Pro Importer (“TPI”) and Transaction Pro Exporter (“TPE”) for QuickBooks Desktop (eg Pro, Premier and Enterprise) that you can find even more (or hidden) options available by adding command line parameters. All you need to is simply edit the shortcut that starts Transaction Pro and add “switches.”
Below is a partial listing of some of the command line parameters available:
- Employee Cross Reference: Cross reference a code for the employee number in QuickBooks on imports.
- Invoice Credit Memo: Creates a new transaction type that allows both invoices and credit memos to be imported within the same file on imports.
- Invoice Link Sales Order: Adds new transaction type “Invoice Link Sales Order”. With this transaction imported invoices can be linked to existing sales orders. A valid sales order RefNumber is required.
- Receive Payment Import by Invoice number only: Changes the functionality of the Receive Payment import so a customer is not required. Matching of payment to invoice is done by invoice number only.
- Show Email: Include customer email address on exported sales transactions.
- User Defined Fields: To specify the number of user defined fields to add to the exporter mapping. Valid values are 1-100.
You can find a full listing of the command line parameters below.
It is very easy to add these command line parameters by following the steps below. The steps are for TPI but the same procedure can be used for TPE.
To edit an existing TPI shortcut on your desktop:
Step 1: Right mouse click on the shortcut and select Properties at the very bottom of the list:
Step 2: Add Command Line Parameters to your Target Box. Be sure to leave a space after the .exe” before you start the the / character. Also be sure to leave one space between any subsequent command lines added. Click the Apply button once you have completing editing the target box. Below is a screen shot of how to add two command line parameters.
To create a new shortcut on your desktop:
- Browse to the following path on your computer: c:\Program Files (x86)\01 Transaction Pro Importer 6.0
- Right mouse click on the following file in this directory: Transaction Pro Importer 6.0.exe and select Copy.
- Navigate to your Desktop and right mouse click and in the drop-down menu select Paste Shortcut.
If you want to rename your TPI Shortcut:
- Right mouse click on the TPI shortcut.
- In the drop-down list select rename
- Type in whatever text that you wish. In the example below I am going to rename the shortcut to: Employee Checks.
If you want to take it a step further you can schedule the imports to QuickBooks via a batch file and Windows Scheduler. Read more here.
If you do not already have a copy of Transaction Pro Importer or Exporter for QuickBooks you can request a free trial demo right from our website. Let us know below how these hidden options have helped make your imports even more powerful.