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pmarcoux
February 7, 2025
Question

Upload Charge File to Quickbooks Enterprise 14

  • February 7, 2025
  • 1 reply
  • 0 views

We are looking to use an upload file to create charge backs to customers on our Quickbooks Enterprise 14 and need some assistance on how to make this work and if there are embedded files already available

1 reply

C
Chrea
February 7, 2025

What file do you need to upload?

P
pmarcouxAuthor
February 7, 2025

Hello Chrea - appreciate the response - that is what we are trying to figure out.

We have a set of ~100 charges from a different system that we need to load into Quickbooks to create invoices for those allotted customers based on the Customer ID's. If there is a file you would recommend we can test that process out - we are just not sure where to start.

C
Chrea
February 7, 2025

You can prepare your invoice data in XLS or CSV file format with the following template

CustomerTransaction DateRefNumberPO NumberTermsClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureAR AccountCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000              Non
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50              Non
John's Barber Shope02/09/2020101    Y15/09/2020John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500              Non

 

then you can use TP Importer to proceed. It's a $199 one time license + you can get $100 cashback to purchase it through a partner.

https://get.transactionpro.com/qbd

 

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