Comments on: Importing QuickBooks Transactions with Transaction Pro Importer

By: Charlie

Charlie — Wed, 02 Mar 2011 03:53:17 +0000

Nick, again, try the Baystate Consulting site for help.

You might run QuickBooks as the admin user, select “Edit” then “Preferences” and select your “integrated applications” preference. Click on the product and then “remove”. Close the windows, then start the Baystate product (with QuickBooks still open). It should ask you for permissions then. But that might not be the right way to do it for their product, that would just be the normal way for most add-ons.

By: Nick

Nick — Wed, 02 Mar 2011 02:01:59 +0000

Thanks for your quick response! Any idea how to go back to the authorization screen to change the access level?

By: Charlie

Charlie — Wed, 02 Mar 2011 01:48:45 +0000

Nick, Baystate Consulting has a great support forum, I would recommend asking there. They respond very quickly.

I would guess that the error has to do either with you being logged in to QB as a user that doesn’t have full permissions, or that you didn’t check the box that says to allow the program to have access to sensitive data when you authorized access to QB. I’d guess the first.

As for the other, I don’t know what an “Investran” file is, so I can’t help much there.

By: Nick

Nick — Wed, 02 Mar 2011 01:39:39 +0000

I’m working on importing an Investran file to a new QB’s file. I have exported a list of all the J/E’s (roughly 5000 lines) and a detailed trial balance from Investran. I dont believe it’s possible to import an entire TB, but I see that it does import J/E’s. Do you think importing the list of J/E’s is the only way to transfer all the data?

By: Nick

Nick — Wed, 02 Mar 2011 01:35:01 +0000

Hello,

I purchased Transaction Importer and just getting started. I’ve run across the error below and not quite sure what it means. I am logged in as the Administrator.

“transaction pro cannot access chart of accounts exit transaction pro and log into the QBs datafile with more permissions and restart this utility.”

Any idea how to correct this error? Please help!

By: John Magno

John Magno — Fri, 10 Dec 2010 17:03:06 +0000

TPI 4.0 now has a replace transaction feature where if a matching transaction is found then it is deleted and replaced with the new one.

By: Charlie

Charlie — Fri, 10 Dec 2010 16:09:21 +0000

QuickBooks sales orders don’t have a field for a tracking number, specifically. You could import a transaction with a value like that in a “custom field”.

I don’t know if the program can update fields in EXISTING transactions or not – I’ll see if I can find out.

You can contact me directly if you want an SDK based app, I develop custom SDK based software.

By: Brian

Brian — Fri, 10 Dec 2010 03:56:29 +0000

Does anyone know if Transaction Pro Importer 4.0 can import tracking numbers (FedEx/UPS) and shipping charges to sales orders if each record to be imported has the SO# in it?

If it can’t, does anyone know of an app or customized QB programmer that could write an app, that uses the SDK verses the IIF method to handle such a task?

By: Charlie

Charlie — Tue, 05 Oct 2010 20:32:27 +0000

Doug, I’m not sure, as I don’t use it to do that. You can check with them, they have a very active user and support forum. You can also contact my company at sales@ccrsoftware.com, as we have some price level list update features in one of our products.

By: Doug

Doug — Tue, 05 Oct 2010 18:35:40 +0000

HI Charlie
I had heard that there was one part of this program where I could import a file so that it filled the respective item pricing per item into the price level list so that I would not have to do that by adding each item’s price individually since we do not use a consistent % off basis? Do you have any idea if this is so?