Click the account name above the View Account Activities and below the account sliding bar (if you have the sliding bar). In version 1.5.0, there is account sliding bar above the Account name if you have more than one accounts.
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- 01 Transaction Pro Importer 5.0
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2. How to do account transfer?
Click the account name above the View Account Activities and you will see the Account list page. Or go to Schedule/Repeating Transaction page and menu Account Transfer.
01 Transaction Pro Importer 5.0 - Check for Program Updates. Pro or Premier Editions (2003 - 2015), or Enterprise Solutions (2.0 - 15.0), or Simple Start 2006-2015. Fixed log file which was not handling Bill and Check transaction correctly when the user data contained the same RefNumber for each row but different Vendor/Payee. Import transaction or list data to QuickBooks with a simple wizard interface. (Full Download) It represents simple ownership of piece of the Transaction Pro Importer Free Download company, because was described inside the Transaction Pro Importer Free Download beginning of the Transaction Pro. Will Transaction Pro Importer 5.0 be able to work between our computer and the web to import the data to the cloud or does the version of QuickBooks have to be on the same computer as Transaction Pro?
- Import Sales Orders using Transaction Pro Importer 5.0 for QuickBooks August 1, 2012 by Michelle Harris In this post we will provide an overview of how to import invoices into QuickBooks using Transaction Pro Importer.
- TRANSACTION PRO TIP OF THE WEEK: When importing transactions, if you do not specify a transaction date, the import will default the transaction date to the date the import is performed. TOP ARTICLES Upgrading to Transaction Pro Importer Version 7.0.
- The Transactions tab displays the data separated into columns and allows you to modify certain entries, to add or remove rows. You need to select the type of statement you loaded and chose the.
Click menu button on home page and then Settings menu. Select Backup. You can export data to SD Card in the CSV format. Or go to View Account Activities and menu Export/Import. You can export selected data SD Card in CSV format.
Click menu button on home page and then Settings menu. You can back up database to SD Card.
5. How to set up the payment alert?A user can set up the payment alert once or alerts for recurring payment. Go to Schedule/Repeating Transaction to set up the either expense or income payments with alerts.
6. How to set up multiple account?
Tap the Expense Account icon to set up a new account and a default account.
7. How to add a new expense category?
Go to New Transaction screen and then Expense Categories menu. If you cannot find the category you want, then go New Category menu to add a new category.
8. How to import expenses from a file?
Please do an export first and follow the export file format to set up the import file. Name the file as expenses.csv and store it on SD under /sdcard/expensemanager/expenses.csv. Please make sure the date format is yyyy-mm-dd.
9. Why cannot I enter password?Please check the Enable app unlock security to enable the password feature.
10. I forget the password and security answer. How can I reset the password?
Click View Account Activities button and then More menu and select Search Transaction.
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Go to View Account Activities page and then search transactions first. Then go to Delete menu to delete the records on the page. You can delete all transactions, expense transactions and income transactions. Be careful when doing so.
Click Add New Expense button and then open menu Mileage Conversion.
14. How to get to the pie chart screen?
Click This Week Expense or This Month Expense or Year to Day Expense to go to expense page. Click Date View or Category View and then click Chart button.★ means that this transaction has receipt attached.
On app home page, click menu and select Settings and then Display.
On app home page, click menu and select Settings and then Sync with Dropbox. You need set up Dropbox account first. It's free to set up a Dropbox account at http://www.dropbox.com. If you sync with multiple device, please make sure each device has latest data before turning on the sync option.
If you want to manage business and personal accounts separately or you don't like the Ads, please upgrade to Pro Edition. You save money to stay with free version. Free and Pro versions have same features.
Long press the Auto Fill item to delete or Edit.
20. How to set up an account for Auto and Mileage?
Go to Account list page and click Add button. Check the box Auto and Mileage. Then go to home page and slide to the Auto and Mileage account and you can add the Auto related expense and mileage. You can click Mileage button to view the Mileage activities. On the Mileage Activities page and menu, you can view the mileages by week or month or you can search a trip.Go to App home page and menu More and then Note, you can add notes such account number, a reminder, or a transaction note etc. On Account Activities page, you can long press a transaction and add the transaction to note.
22. How to set up default Account Activities page?
Go to View Account Activities page and menu More and Set Default. On this page you can narrow down the transaction as default activities page. You can also highlight the transaction with a specified status such as Unclear so that you can pay attention to those items.Go to Account Activities page and menu Search/Report. Specified criteria and click Email button. Send yourself a report to print it from a PC.
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24. How to export data for Spreadsheet?
Go to Account Activities page and menu Export/Import. Click Email CSV button and send it to yourself. The file in CSV format is used for any Spreadsheet software such as Excel.
25. How to transfer data from one device to another?
On app home page, click menu and select Settings and then Sync with Dropbox. You need set up Dropbox account first. It's free to set up a Dropbox account at http://www.dropbox.com. Click Upload Database on one device and then click Download Database on the another device. You can use Google Drive as cloud storage too. The process is the same.
26. How to export data and receipt in PDF?
For Android 4.4 and above, go to Activity page and menu Search/Report. Click Report button. You have options to export data in PDF, Excel or HTML format.
27. How to automatically backup the data in Dropbox or Google Drive?
Go to home page menu Settings/Sync with Dropbox or Google Drive and connect to the service. It will automatically backup your data when there is a change in your database.
28. How to copy a transaction?
Go to Activity page and find the transaction you want to copy from. Select to open it. Make any update you want and click Save As (or Copy or New button) at the button.
29. How to see tax summary?
Go to Activity page and menu Search/Report. Check box Tax Transaction Only.
30. How to find more features such as Credit Card, Debt and Parse SMS?
Today Balance = Today Income - Today Expense
This Week Balance = This Week Income - This Week Expense
This Month Balance = This Month Income - This Month Expense
End of Month Balance = Income from beginning to the end of current month - Expense beginning to the end of current month
01 Transaction Pro Importer 5.0
Current Balance = Income from beginning until today - Expense from beginning until today
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Account Balance = All Income including future income transactions - All Expense including future expense transactions
Each text in bold is a button. Click it to go to the related page.
Clicking bar on the bar chart goes to the activity page of that day.
Tapping Activity text goes to the activity page for that day range.
Tapping expense, income or balance number goes to the related day range summary page.
Tapping on the icon at the top bar right corner goes to account list page.
Swipe from the left edge or click menu icon at the top bar left corner opens the menu.
Go to home page menu Settings/Display to change the background, action bar style, etc. You can select to hide the sections you don't care. You can select option End of Month from this page.
From the home page menu Settings/Display. Switch off new home page option to go back to the old home page.
For the first year, receive the stated discounted price off the current subscription fee for the add-on you’ve selected. In addition to the discounted service fee, during your first year subscription, your account will automatically be billed each month depending on the per employee fee. Starting from the second year, your account will automatically be charged at the then current subscription fee and per employee fee on an annual and/or monthly basis for the service you have selected, until you cancel. You can call 800-624-2106 to cancel your subscription. Offer valid for a limited time only and is available to new Intuit QuickBooks Enhanced Payroll subscribers only and cannot be combined with any other Intuit Payroll offer.
Intuit QuickBooks Enhanced Payroll requires a payroll subscription, Internet access, Federal Employer Identification Number (FEIN), supported version of Windows QuickBooks Pro, Premier, or Enterprise Solutions (all sold separately) updated to the most current maintenance release, and valid debit/credit card on file for processing payroll. Not compatible with QuickBooks Online editions or QuickBooks for Mac. Check stock sold separately. Plus sales tax where applicable. Pricing varies depending on number of employees. State forms available for most states; see here for complete list of supported forms. QuickBooks supports a maximum of 14,500 employees, customers, vendors and other names combined. However, performance may slow when processing files containing more than 100 employees. 24/7 access is subject to occasional downtime due to systems and servers maintenance. Terms and conditions, features, support, pricing, and service options subject to change without notice.
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- Direct deposit to W-2 employees is free, but additional fees apply for direct deposit to 1099 vendors.
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