How To Use Importer Transaction Pro?

Steps to Use Importer Transaction Pro

Step 1: Get Started

• Log in and launch QuickBooks into your company file after adding Transaction Pro to your account.

 

Step 2: Open Importer Transaction Pro

• Open Importer Transaction Pro and you can see details in the picture below.

 

 

Step 3: Locate the File

• Then, click on BROWSE and it will open a window to locate the file you want to import.  (the below is just a sample)

 

 

• Locate your file and click Open.
• You can continue importing and can make alterations from here.

 

 

Step 4: Match Fields Manually

• Click Next when ready. 
• Before you may continue onto another step, you must manually match fields.

 

 

Step 5: Finish Changes

• Once you have finished any needed changes, click Next. 

 

 

• Add in any appropriate information and click FINISH!

 

 

• Click on OK here too.

 

 

• Login to your QuickBooks file and double-check that your data was imported accurately.

Follow all these steps to use Importer Transaction Pro effectively.

Get a start with Transaction Pro: Importer is easy.

If you do not already have access to it, you can always set up access via the Marketplace or by contacting sales@thesagenext.com.