transaction pro importer quickbooks invoice number sequence

DO NOT ADD NEW CUSTOMERS TO QUICKBOOKS: When importing your Invoice, this option will not allow a new Customer to be setup in QBDT if Importer finds a Customer in the import file that does not previously exist in QBDT.

DO NOT UPDATE ADDRESSES ON EXISTING QUICKBOOKS LIST ITEMS: If the Address in the import file varies from the Address on file for the Customer in QBDT, the QBDT Customer account Address will not be changed to the import file Address.LET QUICKBOOKS AUTO-ASSIGN SALES ORDER NUMBERS: QBDT will auto assign the Sales Order number for each transaction, starting with the first number that follows the number of the last manually entered Invoice.The suggested OPTIONS on the BASIC tab are: NOTE: If you make any changes to your import file after you have attached it to Importer, you will need to reselect it for Importer to recognize the changes. If importing an Excel file, you will see the option to select the worksheet (SHEET) from within the Excel file that contains the data that you wish to import. Select the one that corresponds to your file. csv file, you will see an option to select the FIELD delimiter. Depending on the file type being imported, the first window of Importer will vary. Importer can import any flat file format into QBDT such as. Open Importer and select the file that you wish to import into QBDT by clicking BROWSE and selecting your file from its saved location.

Below are the instructions to import JOOR sales transactions into QuickBooks Desktop (QBDT) as a Sales Order using Transaction Pro Importer.Ī sample map file is attached on the right-hand side of the screen to use with your JOOR Sales Order Import.Īfter downloading your order file from JOOR, log into QBDT. QBDT includes Pro, Premier, and Enterprise versions.

Transaction pro importer quickbooks invoice number sequence