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Transaction Pro Blog

Top 5 Errors to Avoid with Transaction Pro for QuickBooks Online

Whether you’re using Transaction Pro Importer, Exporter, Deleter or all three, here’s some helpful tips on the top Transaction Pro errors to avoid with each tool. Increase you efficiency with QuickBooks Online and get the job done quicker when you eliminate these errors from your daily routine.

IMPORTER:

  1. All import files must include column headers.
  2. All names of list items (Customers, Vendors, Employees, or Product/Services) must appear in your import file exactly the same way that they display in their respective QuickBooks lists (spelling, capitalization, spacing, punctuation, etc.).
  3. If you have QuickBooks auto-assign your transaction number, a data column must still be mapped to the REFNUMBER field that contains a unique identifier so that Transaction Pro Importer will know which detail rows belong together on the same transaction.
  4. When importing Journal Entries, the amounts must be in a single column with debits as positive numbers and credits as negative numbers.
  5. To import into EXPENSES in QuickBooks, use one of these import types, depending on the transactions being imported: CREDIT CARD CHARGES, CREDIT CARD CREDITS, and PURCHASES-CASH.

EXPORTER:

  1. All exports are exported as a .csv file type.
  2. DATES are the only filter option for exporting lists or transactions. However, each list and transaction type has different date options from which to select. Verify that you are using the correct date type and range.
  3. Exported data is removed from the MY EXPORTS tab each night at midnight Eastern US time. Please be sure to select DOWNLOAD and save your exported data before the end of each day.
  4. To export EXPENSES from QuickBooks Online, use these three export types to ensure that you export all data: CASH PURCHASES, CREDIT CARD CHARGES, and CREDIT CARD CHARGES.
  5. In QuickBooks Online, you can label LOCATIONS as a different name. However, in Transaction Pro Exporter, no matter which name you use in your QuickBooks Online file, the export type LOCATIONS will be used to export a list of these names; or in all transaction exports, this data will be exported with the LOCATIONS column header.

DELETER:

  1.  Transaction Pro Deleter can only query 200 lines of data at a time. Therefore, if you are deleting a list or transaction type that has more than 200 lines of data, you will need to delete 200 lines and then query again for another 200 lines and continue until all desired data is deleted.
  2. When deleting, you must delete data in the opposite direction as you would enter it. For example, if you want to delete an Invoice, you must first delete the Deposit and Receive Payment transactions (in that order) that are tied to the Invoice before you can delete the Invoice. Please see our Knowledge Base article about the Suggested Order to Delete.
  3. Each list or transaction type has different SEARCH BY filter options. While it does not matter which of the options you use, some type of search criteria must be entered in order to SEARCH.
  4. Transaction Pro Deleter uses SQL queries to filter retrieved data prior to deleting. To access this option, click the box next to ADVANCED FILTER. You can find some common SQL query commands in the Deleter’s Help File under Step 3. The Help File may be found HERE.
  5. After deleting your list or transaction data, a DELETE LOG will be available at the bottom of the screen, showing what did and did not delete. This log may be printed or saved as a PDF by clicking the PRINT button display about the DELETE LOG.