Specify QuickBooks Template for Transaction

Emails from our Customer Support team will be sent from [email protected].

To ensure you receive important updates without interruption, please add [email protected] to your safe sender list and mark it as “not spam.”

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

Dec 12, 2025

1589

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 during import, the import defaults to the last template used when manually creating the transaction in QuickBooks.

Feedback

0 out of 2 found this helpful

Need additional information

Hard to understand

Inaccurate/irrelevant content

Missing/broken link

Tags