Quickbooks Imports with Transaction Pro
      Back to home
      1. Help Center
      2. Quickbooks Imports with Transaction Pro

      2 - Configurations in Transaction Pro for QuickBooks Import of EBIS 5 Data Files

      See below for configuration options in Transaction Pro Importer 8.0 required for EBIS 5 Imports to your QB Desktop/Enterprise instance.

       

      ⚠️This article is a guide for exporting data from EBIS 5 to client-based Quickbooks Platforms (Desktop/Enterprise)

      🔗Click Here for a guide to EBIS' integration with Quickbooks Online

      ⚠️NOTE:  This article covers configuration options in TPro that are required to accept the Quickbooks export from EBIS 5  - If you have not already reviewed the export configurations in EBIS 5 return to Configure EBIS 5 to Export Data for QuickBooks with Transaction Pro

      Video Walkthrough:

      Step-by-Step Guide:

      Initial Setup

      1. Launch Transaction Pro Importer 8.0

        • Upon opening the application, you will see the main interface.

      2. Set Field and Record Delimiters

        • Field Delimiter: Set to Tab.

        • Record Type: Set to CR-LF (Carriage Return - Line Feed).

        • These settings ensure proper interaction with EBIS 5 exports.

      Program Options Configuration

      1. Access Program Options

        • Click on the "Program Options" button to view additional settings.

      2. Review Basic Options

      3. List Options

        • Pay special attention to the list options available and adjust according to your company's preferences. The checkboxes on the left-hand side determine how Transaction Pro interacts with existing data during the import process.

        • Example:

          • If the option "Do not add new customer" is selected, any new customers present in your EBIS export will not be created in your QuickBooks instance during the import.

      Important Notes

      • Ensure that all configurations are set correctly to avoid issues during the import process.

      • For further assistance and detailed explanations on TPro Configurations, consult the 🔗Transaction Pro knowledge base.

      By following these configuration steps, you will be prepared to successfully import your EBIS exports into QuickBooks using Transaction Pro Importer 8.0.

      Next Steps:

      With configurations set in EBIS 5 and Transaction Pro you're all set to begin your Imports.

      For a walkthrough of workflows for exporting data from EBIS 5 for client-based Quickbooks Platforms proceed to the next Knowledgebase article in our series: