What's new in 01 Transaction Pro Import Wizard 5.009
Dec 3, 2012
- Fix When specifying a bill with a group item, TPI was returning the following error: The field "Desc" is not supported by this implementation.
- Fix BillPayment - specifying a Discount account of type COGS was causing a message indicating an invalid account type. This has been fixed.
- Fix Price Levels change level per item to double data to prevent rounding
- Fix preferred vendor not updating on item list when item type was inventory
- Bank Statements - Added Class field
- Bills - change logic to look at both the vendor name and the refnumber when determining when to start new bills
- Item Receipt - Add expense fields
- Journal Entry - Add IsAdjustment field for QuickBooks 2008 and later
- Vendor Credit - added support for /USE_AMOUNT command line
- Sales Order - added support for /ITEMACCT command line
- Ability to check/uncheck Auto Assign transaction numbers. /AUTO_ASSIGN=1 to check the box /AUTO_ASSIGN=0 to uncheck the box
- New Import type - Item Sales Tax
New in 01 Transaction Pro Import Wizard 5.008 (Dec 3, 2012)
- Receive Payment - specifying a Discount account of type COGS was causing a message indicating an invalid account type. This has been fixed.
- Added new command line parameter /EXPENSES_CUSTOMER_NO_ADD. When set TPI will not add a new customer when mapping to the Expenses Customer field on Accounts Payable transactions.
- Added support for Sales Tax Item on Journal Entries for Canada 2008 or later.
- Added Parent field reference for Item Assembly import
- Skip duplicates was not functioning properly on Item Receipt w/Bill import type.
- Added Is Tax Included field to Bank Statement import to support non US versions of QuickBooks (Amounts Incl. Tax checkbox)
- Added Is Pending to Sales Receipts
- Fix ability to Set Tax Code on Item List import
- Modified fields.tpi to include Bank Statement Chk. No. field
New in 01 Transaction Pro Import Wizard 5.007 (Dec 3, 2012)
- Fix issue caused by adding Date Released field. Was setting to None and causing error when using /TIME_RATE command line.
- Revisit and fix a rounding issue that was occurring on some other transactions
- Item List - Fix issue where updating a non-inventory part that has sales and purchase info was causing a Object variable or with block variable not set
- Added field Terms to Estimate
- Item Receipts – UOM Serial/Lot Numbers added
- Inventory Adjustment - fix issue where unable to set value to zero
- Added field Sales Tax Country to support UK 2012 where this field was required when creating a customer.
- Check and Credit Card Charge - change logic when either RefNumber or Payee changes a new transaction is started.
- Activation button now has to be clicked when attempting to activate.
New in 01 Transaction Pro Import Wizard 3.0 (Mar 14, 2009)
- Use Excel, text, MS-Access or connect to any ODBC compliant databases like MS-SQL Server, mySQL and Oracle for your import file data
- Strong validation before import: TPI sets all import data field lengths to the maximum allowed by QuickBooks. TPI also checks for fields to be in the proper format. This almost completely eliminates all data validation errors when importing the file into QuickBooks.
- Transaction Log. Ability to log transactions to an output window that can be saved to a file. Failed transactions can be saved to a file and imported or entered manually.
- Load and save unlimited map files for each transaction type
- Ability to skip transactions with reference numbers that already exist in QuickBooks
- Ability to send a default value (static value) to a QuickBooks field instead of mapping to a field in import file
- Ability to set record terminators (CR/LF, CR, or LF) for text files
- Ability to map columns and have them generated as new transaction lines
- Ability to Zoom the data grids to fill the entire screen
- New options to check for existing customers, vendors and items before import
- Improved handling of errors returned from QuickBooks. For example, when adding a new customer and that customer already exists as a vendor, TPI 3.0 now adds a suffix to the new customer so it can be saved.
- Extensive command line options to set virtually all program settings