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