Upon Completion, you will see a completed import message.Please select the appropriate settings for your import and click finish. On last screen, you have the ability to select your Item Type, Account, COGS Account, Income Account and more for mapping.Transaction Pro Importer should map the columns appropriately as provided by Lead Commerce. Go through the wizard for importing your files by clicking next.Note: These additional options are available for importing by clicking the Options button next to Program Options.Select your Import Type, for this demo, we will select Sales Order.Select your delimiter as "Comma" and Record "CR/LF".Browse to the CSV provided by Lead Commerce.Proceed to the Importer, Select your file source as "File".Select "Yes, always allow access even if QuickBooks is not running", then click "Continue", then "Done". You will be prompted about an Application Certificate. You must have QuickBooks already installed to use Transaction Pro.
TRANSACTION PRO IMPORTER SUPPORT PHONE NUMBER DOWNLOAD
Download and purchase your copy of Transaction Pro Importer.To use Transaction Pro with Lead Commerce, you need to complete the following steps (Instructions written for Desktop Version): Tutorial on Using Transaction Pro Importer: Once the data map is created it takes only a few minutes to import sales etc. Its features include using simple formulas to combine data from 2 cells into one line adding items to inventory and including tax information. The version of Quickbooks such as premier does not matter as Transaction Pro Importer works with all versions. Pros: Transaction Pro allows you to take spreadsheet data and bulk import it into Quick Books. Note: Be sure to purchase the online, desktop or server edition of Transaction Pro that fits the type of Quickbooks you are using. To watch Transaction Pro in action, click here. To get Transaction Pro Importer, click here. Most customers opt for either a daily or weekly data set to be emailed to them. These files are delivered based on whatever frequency you request with your support team and are usually determined during the on boarding process. Typical configuration settings for your Quickbooks integration will consist of four (4) file types Sales Order CSV, Payment CSV, Purchase Order CSV and an Item Receipt CSV. To get the files you need for Transaction Pro, please contact your sales representative on getting integration into Transaction Pro that is customized for your business. Transaction Pro Importer allows for easy import from Lead Commerce into QuickBooks of all versions and platforms for transactions and lists using a simple CSV file. To import your data into QuickBooks from Lead Commerce, we recommend a product called Transaction Pro Importer.
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