How to Import data into QuickBooks Desktop (With TPI)

[@HectorGarciaCPA]

If you purchase TPI for QB Desktop, use this link: transactionpro.grsm.io/quickbooks and don't forget to use coupon HECTOR for 20% off!

[@taiasa1027]

Credit Card Statement Import @1:03:29

[@buzybill]

Great video Hector! Can this download from stock brokerage account directly to Quickbooks? Is there another software for a brokerage account you know of?

[@HectorGarciaCPA]

Yes, this should work

[@buzybill]

@@HectorGarciaCPA Thank you!

[@michealbendit8353]

Great Video again Hector! I am struggling with a journal entry using TPI in QB Enterprise 2020 for contractors. The upload is not recognizing my job numbers for some reason. Any advice?

[@HectorGarciaCPA]

You need to enter the customer:job verbatim

[@michealbendit8353]

Excellent - TY!

[@MarioEscobedo-pe6qq]

I'm interested in Transaction Pro importer 7.0, do you have any phone#, e-mail or ph. sales with spanish assitance option.... ??? Bassicly i need import from excel table to QUICKBOOKS (Intuit Quickbooks Enterprises Solutions 21.0) , to loadc, invoices, Billinngs, expense accounts, banks etc. Can your system help me on that ?????

[@HectorGarciaCPA]

I don’t think they have spanish speakers. We can help you, our TPI expert charges $575 for a 2 hour session. He speaks spanish Contact my office 954-414-1524

[@MDYsupermom2]

What kind of transaction do you recommend I use to import unbilled job cost? The related AP and Credit Card transactions are no longer open and are already paid or reconciled. I do not want to clutter up QB with all of those transactions unless it is absolutely necessary.

[@corrinecoleman1600]

Hi Hector you have used both Zed Axis and TPI - which do you prefer and why? Your videos and input are greatly appreciated!

[@HectorGarciaCPA]

TPI, is faster

[@accountingservices1727]

Excellent, I have a question. Discount. What is a the fields in TPI desktop?

[@HectorGarciaCPA]

Not a field

[@accountingservices1727]

Hector, thant you for you information, have you more cupon for today?

[@HectorGarciaCPA]

No more

[@francisco4194]

Thank You sir! Very helpful

[@HectorGarciaCPA]

Most welcome!