---
title: 2 - Configurations in Transaction Pro for QuickBooks Import of EBIS 5 Data Files
description: See below for configuration options in Transaction Pro Importer 8.0 required for EBIS 5 Imports to your QB Desktop/Enterprise instance.
---

[Skip to content](https://support.ebiscloud.com/ebis-5-configurations-for-transaction-pro-importer#main-content)

![EBIS A Veryon Company Logo - PNG](https://support.ebiscloud.com/hs-fs/hubfs/EBIS%20A%20Veryon%20Company%20Logo%20-%20PNG.png?width=150&height=59&name=EBIS%20A%20Veryon%20Company%20Logo%20-%20PNG.png)

- [Home](https://support.ebiscloud.com/)
- [Feature Release Notes](https://www.ebiscloud.com/feature_release_notes)

Open main navigation

Close main navigation

- [Home](https://support.ebiscloud.com/)
- [Feature Release Notes](https://www.ebiscloud.com/feature_release_notes)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://support.ebiscloud.com/?hsLang=en)
2. [Quickbooks Imports with Transaction Pro](https://support.ebiscloud.com/quickbooks-imports-with-transaction-pro?hsLang=en)

# 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](https://support.ebiscloud.com/qbo-part-1?hsLang=en)**

⚠️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](https://support.ebiscloud.com/1-enable-configure-for-transaction-pro?hsLang=en)

### Video Walkthrough:

<iframe src="https://www.loom.com/embed/0bb2544ad1e34f46b66a0beaf0ebc153?sid=dcea6d15-02de-43d4-aa50-7670dd1f358c" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

### 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**
   
     - For a comprehensive explanation of how these settings impact imports into QuickBooks, refer to the 🔗[Transaction Pro knowledge base](https://www.rightworks.com/resources/guides/).
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](https://www.rightworks.com/resources/guides/).

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:  

- [🔗Export EBIS 5 Data for Upload to QuickBooks using Transaction Pro](https://support.ebiscloud.com/3-export-data?hsLang=en)

- [Onboarding](https://support.ebiscloud.com/onboarding?hsLang=en#main-content)

    - [All New EBIS Customers](https://support.ebiscloud.com/onboarding?hsLang=en#all-new-ebis-customers)
    - [Existing Customers - EBIS 3.2 to 5 Migration](https://support.ebiscloud.com/onboarding?hsLang=en#existing-customers-ebis-3-2-to-5-migration)
    - [EBIS 5 Training](https://support.ebiscloud.com/onboarding?hsLang=en#ebis-5-training)
- [MRO Specific](https://support.ebiscloud.com/mro-specific?hsLang=en#main-content)

    - [Work Orders](https://support.ebiscloud.com/mro-specific?hsLang=en#work-orders)
    - [3.2 to 5](https://support.ebiscloud.com/mro-specific?hsLang=en#3-2-to-5)
    - [Parts](https://support.ebiscloud.com/mro-specific?hsLang=en#parts)
    - [Billing](https://support.ebiscloud.com/mro-specific?hsLang=en#billing)
    - [Configuration](https://support.ebiscloud.com/mro-specific?hsLang=en#configuration)
    - [Cores / Rotables](https://support.ebiscloud.com/mro-specific?hsLang=en#cores-rotables)
    - [Aircraft](https://support.ebiscloud.com/mro-specific?hsLang=en#aircraft)
    - [Tools](https://support.ebiscloud.com/mro-specific?hsLang=en#tools)
- [QuickBooks Online Integration (New)](https://support.ebiscloud.com/quickbooks-online-integration-new?hsLang=en)
- [Work Order](https://support.ebiscloud.com/work-order?hsLang=en)
- [Customer Approvals](https://support.ebiscloud.com/customer-approvals?hsLang=en#main-content)

    - [Getting Started](https://support.ebiscloud.com/customer-approvals?hsLang=en#getting-started)
    - [Using Customer Approvals](https://support.ebiscloud.com/customer-approvals?hsLang=en#using-customer-approvals)
    - [Customer Experience](https://support.ebiscloud.com/customer-approvals?hsLang=en#customer-experience)
    - [Troubleshooting & FAQs](https://support.ebiscloud.com/customer-approvals?hsLang=en#troubleshooting-faqs)
- [Aircraft](https://support.ebiscloud.com/aircraft?hsLang=en#main-content)

    - [Getting Started with the Aircraft Module](https://support.ebiscloud.com/aircraft?hsLang=en#getting-started-with-the-aircraft-module)
    - [Creating & Configuring an Aircraft or Fleet](https://support.ebiscloud.com/aircraft?hsLang=en#creating-configuring-an-aircraft-or-fleet)
    - [Viewing & Updating Meter Readings (Aircraft Times)](https://support.ebiscloud.com/aircraft?hsLang=en#viewing-updating-meter-readings-aircraft-times)
    - [Creating & Configuring Meter Profiles](https://support.ebiscloud.com/aircraft?hsLang=en#creating-configuring-meter-profiles)
    - [Reviewing Historical Work Orders, Parts & OSRs on Aircraft](https://support.ebiscloud.com/aircraft?hsLang=en#reviewing-historical-work-orders-parts-osrs-on-aircraft)
    - [Managing Deferred / Continued Maintenance Items](https://support.ebiscloud.com/aircraft?hsLang=en#managing-deferred-continued-maintenance-items)
    - [Managing Recurring Maintenance Items with the Compliance Module](https://support.ebiscloud.com/aircraft?hsLang=en#managing-recurring-maintenance-items-with-the-compliance-module)
    - [Setting Custom Pricing & Rates for Specific Aircraft](https://support.ebiscloud.com/aircraft?hsLang=en#setting-custom-pricing-rates-for-specific-aircraft)
    - [Ordering Shop Supplies Using a “Shop Aircraft”](https://support.ebiscloud.com/aircraft?hsLang=en#ordering-shop-supplies-using-a-shop-aircraft)
    - [Viewing & Managing Engine Compression Readings](https://support.ebiscloud.com/aircraft?hsLang=en#viewing-managing-engine-compression-readings)
    - [Aircraft Module Fields, Definitions & Config Settings](https://support.ebiscloud.com/aircraft?hsLang=en#aircraft-module-fields-definitions-config-settings)
- [Advanced](https://support.ebiscloud.com/advanced?hsLang=en#main-content)

    - [Errors](https://support.ebiscloud.com/advanced?hsLang=en#errors)
- [EBis 3.2 (Legacy)](https://support.ebiscloud.com/ebis-3-2-legacy?hsLang=en#main-content)

    - [Work Orders](https://support.ebiscloud.com/ebis-3-2-legacy?hsLang=en#work-orders)
    - [Pricing](https://support.ebiscloud.com/ebis-3-2-legacy?hsLang=en#pricing)
    - [Troubleshooting](https://support.ebiscloud.com/ebis-3-2-legacy?hsLang=en#troubleshooting)
- [GSE EAM & CMMS](https://support.ebiscloud.com/gse-eam-cmms?hsLang=en)
- [Billing](https://support.ebiscloud.com/billing?hsLang=en#main-content)

    - [City Config](https://support.ebiscloud.com/billing?hsLang=en#city-config)
    - [EBIS Subscription Management](https://support.ebiscloud.com/billing?hsLang=en#ebis-subscription-management)
- [Best Practices](https://support.ebiscloud.com/best-practices?hsLang=en)
- [Parts](https://support.ebiscloud.com/parts?hsLang=en#main-content)

    - [Cores](https://support.ebiscloud.com/parts?hsLang=en#cores)
    - [Special Pricing](https://support.ebiscloud.com/parts?hsLang=en#special-pricing)
- [ADA Dashboards & Reporting](https://support.ebiscloud.com/ada-dashboards-reporting?hsLang=en#main-content)

    - [General Reporting](https://support.ebiscloud.com/ada-dashboards-reporting?hsLang=en#general-reporting)
    - [ADA Dashboards](https://support.ebiscloud.com/ada-dashboards-reporting?hsLang=en#ada-dashboards)
    - [Power BI Connector](https://support.ebiscloud.com/ada-dashboards-reporting?hsLang=en#power-bi-connector)
- [General Configuration](https://support.ebiscloud.com/general-configuration?hsLang=en#main-content)

    - [Addresses](https://support.ebiscloud.com/general-configuration?hsLang=en#addresses)
- [Quickbooks Imports with Transaction Pro](https://support.ebiscloud.com/quickbooks-imports-with-transaction-pro?hsLang=en)
- [New Releases](https://support.ebiscloud.com/new-releases?hsLang=en)

[![EBIS\_Logo](https://support.ebiscloud.com/hs-fs/hubfs/Logos/EBIS_Logo.png?width=200&height=75&name=EBIS_Logo.png "EBIS_Logo")](https://www.ebiscloud.com?hsLang=en)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2025, EBIS - Tronair