If the heading on that column says “Item” then it will auto match. The Item field is a required field and should map to your inventory item number in the export file. The memo field can be used to map to your file if the file has a description which is helpful to describe information about each item counted. In my example, the fields for RefNumber, Account and Transaction Date are set by using the static value. The Account number and Transaction Date field can also be auto populated if they are not present in the export file. Enter in the Reference number desired in the field. If data is present in the Import File Column, click the drop down and select blank, then the Static Value/Formula Field is available. If those are not present in the file, we can enter in a Static Value. The fields in Red are required fields for imports. The basics would be Item number and Quantity counted.
#Transaction pro for quickbooks online pro
If your data contains headers, match up the exact names and Transaction Pro will auto match the columns by clicking the field match button.
In Transaction Pro the following are the fields available for an inventory import:
#Transaction pro for quickbooks online code
This can be used to cross reference an item name if the handheld sees a different name, like a bar code number. There is an option to use a custom field value for the item name. On the Advanced Tab, review the preference for how Items are to be found. This is handy to prevent misspellings or new items from being created in QuickBooks Inventory automatically. If you do not want Transaction Pro to Auto Create items that are not present in the QuickBooks Items list, please select the option “Do not add new items to QuickBooks”. To get to your preferences, click the Options button on the welcome pageīefore we move on, it is a good time to review the “Program Options: Options“ button to see your preferences that are setup for Transaction Pro.Ĭlick Options from the main screen, then on the Basic Tab, review your List Items settings.
In Transaction Pro review your default settings to confirm how you want Transaction Pro to handle the import file and new items that may be present. Excel is a good choice to use as an editor, but you could use Notepad or other text editor to review the import file.Īfter any changes are made to the file, open Transaction Pro and locate your file to import. Using your favorite file editor, review the import file to see what data fields to import are available. If your handheld can export data to CSV or Text, TPI can easily read the data and bring in an inventory adjustment transaction in QuickBooks. The basics of the import for year-end counts are to get an accurate count of inventory items as of a specific date. Year-end is coming and a lot of businesses will be counting inventory to make any needed year-end corrections.
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