When importing transactions for existing Customers and Vendors, sometimes the transaction will have a different address than what’s already in QuickBooks. During an import, Transaction Pro will always import the address found in the import file so you must decide whether or not you want QuickBooks to update the address with the new address found in the import file.
Both Transaction Pro Importer for QuickBooks Online and Desktop give you the option to select how you want these instances handled; however, Online and Desktop handle this process differently.
Transaction Pro Importer for QuickBooks Desktop
For Desktop, the default is to update the address currently in QuickBooks with the new address found in the import file. If you don’t want the address updated, you must select the OPTIONS button on the first window of Importer and select the option “Do not update addresses on existing QuickBooks list items.” If this option is selected when importing, the address will import correctly on the transaction, but the address currently in QuickBooks for the Customer or Vendor will not be updated.
Transaction Pro Importer for QuickBooks Online
For Online, by default, the address will not be updated during import if the address in the import file is different than the address in QuickBooks. If you want to update the address, select the option “Update address on Customer/Vendor during transaction import.” If the option is selected when importing into QuickBooks, the address will import correctly on the transaction and update the address currently in QuickBooks for the Customer or Vendor.
Learn more about this option by viewing our training videos for Online or Desktop. If you have additional questions about this or other options, please email support@transactionpro.com.