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1. #CONVERT ENTERPRISE SOLUTIONS FILE TO PRO IN QUICKBOOKS HOW TO#
2. #CONVERT ENTERPRISE SOLUTIONS FILE TO PRO IN QUICKBOOKS INSTALL#
3. #CONVERT ENTERPRISE SOLUTIONS FILE TO PRO IN QUICKBOOKS UPDATE#
4. #CONVERT ENTERPRISE SOLUTIONS FILE TO PRO IN QUICKBOOKS PRO#

Under Options, we recommend selecting "Do not add new accounts to QuickBooks" and "Generate Transaction Log".Select the Import Type of Journal Entry.Click on the Browse button and select the excel file you exported from Enterprise.

#CONVERT ENTERPRISE SOLUTIONS FILE TO PRO IN QUICKBOOKS PRO#

Please keep in mind that Transaction Pro is not a product made by TempWorks, so for support and updated product information please contact Transaction Pro. While watching the videos, remember that in this case you are entering a Journal Entry file from Enterprise to import into your QuickBooks. Utilize the following video links for instructions from Transaction Pro. The following steps outline the general import process for Journal Entry files using Transaction Pro Importer. See Transaction Pro's Support Site for more information.

#CONVERT ENTERPRISE SOLUTIONS FILE TO PRO IN QUICKBOOKS INSTALL#

When downloading Transaction Pro for the first time, you may need to install multiple files, register your account, and link your QuickBooks account to Transaction Pro. If you have not already downloaded Transaction Pro Importer, you will need to do so now.įor more information on Transaction Pro check out: Now that you have exported the necessary information from Enterprise, you will need to utilize Transaction Pro Importer to import the excel file into QuickBooks. Import to QuickBooks via Transaction Pro Importer If they are not mapped to the account you want them to go into the administration area, click on the GLs account map option.įor more information check out GL Journal Entry Export Setup Guide *Note* If there were any new pay codes, adjustments, or taxes processed since the last time you ran the export, you will see a message at the top of the report letting you know what those items were and what account they have been mapped to by default.

#CONVERT ENTERPRISE SOLUTIONS FILE TO PRO IN QUICKBOOKS HOW TO#

To learn more on how to run the report, check out GL Journal Entry Export Report.This report will only allow you to export information for weeks that have already been closed in TempWorks.Run your GL export report for the given time period you wish to export (usually for the last week closed).If you have worked with TempWorks to create a custom report, make sure to select that report. In order to export your information from Enterprise, you will need to run your GL Journal Entry Export Report.

#CONVERT ENTERPRISE SOLUTIONS FILE TO PRO IN QUICKBOOKS UPDATE#

You will want to update your mapping anytime you add or update an account or utilize new adjustments, worker comp codes, or other items that would effect your GL.Įxporting Your Information from Enterprise Check out GL Journal Entry Export Setup Guide for the instructions on how to map your account information in Enterprise. Therefore, in QuickBooks, create a vendor named "TempWorks Sales Tax." This will be the generic vendor record in QuickBooks that we will post all of the sales tax amounts to.īefore you can export to QuickBooks, you will want to map your account information correctly. QuickBooks also requires users to specify a vendor name every time the sales tax payable account is hit. Therefore, in QuickBooks, create a customer named "TempWorks Customer." This will be the generic customer record in QuickBooks that we will post all of the AR journal entries to. QuickBooks requires users to specify a customer name every time the AR account is hit. Since one Journal Entry file from TempWorks can hold multiple Journal Entries, using the backup file will save you from having delete out partially imported files from your productions system. Once you have been able to successfully import into the backup file, then repeat the setup steps you had to take on your backup file on your production file. It may take several tests to get your GL mapping exactly the way you want it. If this is your first time exporting your GL journal entry information, we highly recommend first creating a back up (or several backups) of your QuickBooks company file to use it as a test before updating your current account.