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#Transaction pro importer 7.0 code#

Important: If the Account Code or Vendor exists in Procurify but not in QuickBooks, QuickBooks will create a new Account Code or Vendor.

Delete the test bill in QuickBooks (this is not required if using a QuickBooks test file).

Locate the bill in QuickBooks (via the Vendor Center) to ensure all fields have mapped correctly.

A message will appear to tell you that the Bills have been imported into QuickBooks.

Select Next and under Item Settings, Item Type = Non Inventory Part, Account = Uncategorized Income, then select Finish.

dat mapping file should be saved somewhere accessible and with a descriptive name (especially if you are creating different maps for different transaction types)

Click here to view Transaction Pro Mapping for Procurify and QuickBooks Desktop Bills.

Click here to view Transaction Pro Mapping for Procurify and QuickBooks Online Bills.

Continue selecting the Import File Column to map all the appropriate data points. The red QuickBook fields are mandatory meaning you must match them with the appropriate Procurify column data. See the image and links below for mapping examples.

For each QuickBooks field on the left, click into the cell titled Import File Column on the right (Procurify data) to map the corresponding fields.

Click Next and it will take you to the field mapping section.

Check the checkbox File has field headings in first row located at the bottom of the left-hand side of the pop-up window.

The pop-up window will display the overview of the file you are about to import.

Upload the Procurify Bill CSV file by selecting Browse.For the Import Type drop-down field select Bill.For the dropdown field titled Field select Comma.In Transaction Pro, Select Yes, whenever the company file is open and select the Admin user as the user to connect to QuickBooks (if this pop-up does not appear this step has already been completed).QuickBooks will open a pop-up window asking to allow Transaction Pro to access the company file. csv file will be sent to the the email associated with your Procurify User. Best Practice: We recommend exporting a single Bill to test the functionality before importing All Bills. Use the checkboxes to select Bills to Export or use the top checkbox to select all Approved Bills. In Procurify, navigate to Accounts payable → Manage Bills → Approved.This is the required for Transaction Pro. In QuickBooks, Log in as the Administrator in single-mode user.Note: Transaction Pro has a web application for QuickBooks Online. Please review Transaction Pro's QuickBooks Troubleshooting article if you experience issues with setup. Once the initial connection and mapping have been set up, you can easily export your Bills to QuickBooks.Įnsure that no one is accessing the QuickBooks Account during the setup process, in order to access single user mode. The Transaction Pro Importer enables you to export Bills from Procurify to QuickBooks Desktop and QuickBooks Online.