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QuickBooks Desktop <> Importing into QuickBooks

After Transaction Import Pro (T.I.P) has been properly configured, then you are ready to import data into QuickBooks!

Step 1: Open Transaction Import Pro from the Desktop Icon 

  • Note: Please make sure to open the program from the Desktop icon

Step 2: Verify settings on the Transaction Pro Importer (required settings shown in Red below)

Step 3: Save QuickBooks Payroll Import file from PickTrace somewhere on your computer that is easily accessible

  •  Note: A folder on the Desktop, labeled "QuickBooks Import Files" works well.

Step 4: Select "Browse" and find file to Import

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