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For example if you wanted to create an invoice with an item of Subs and a subitem of Carpets the your import file should contain the following value Subs:Carpets.Īlthough these fields are not expressly required to complete an import they may be necessary depending on the data in your QuickBooks company file. If you are using items and subitems the import file should contain the item and subitem separated by a colon. Please note that this field is always required even if you select the option to let QuickBooks auto assign invoice numbers as Transaction Pro will still use this info to group lines onto the same invoice. For instance in the screen shot below lines 2 and 3 have the same RefNumber of 100 so Transaction Pro would group these two lines onto one invoice for the customer, Anne’s Bakery.

Transaction Pro uses this field to group multiple lines onto the same invoice. Please also note that if the customer exists in QuickBooks and you do not provide any address information in your import file, Transaction Pro will use the address information that is on the customer card. For example if you wanted to import an invoice to the job Family Room under Abercrombie, Kristy your import file should contain the following value Abercrombie, Kristy:Family Room If you are using jobs the import file should contain the customer name and job name separated by a colon. Your import file should contain the customer name. To get you started we will discuss the required fields on a QuickBooks invoice. Importing your invoices into QuickBooks using Transaction Pro Importer 4.0 can save you a ton of time, invoices will be more accurate and can also lead to improved cash flow as invoices can be sent out sooner than if they were manually entered.