Specify QuickBooks Template for Transaction

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Home > How to Use Transaction Pro > How to Import Using Transaction Pro Importer - NEW > Desktop Importer - NEW > Specify QuickBooks Template for Transaction

Oct 18, 2023

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QUESTION

Can the Template Name be specified when importing transactions with Rightworks Transaction Pro Importer?

RESOLUTION

When importing with Importer, the Template Name can be specified or mapped to the Template field. If a template name is not specified when importing, the import will default to the last template that was used when manually creating the transaction in QuickBooks.

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