Release Notes Transaction Pro Importer 5.0 for QuickBooks

QuickBooks Desktop (Pro, Premier or Enterprise) > Transaction Pro Importer
New updates to the Transaction Pro Importer 5.0 for QuickBooks product are typically made available every one to two months.  These free updates can be obtained by selecting the About and Check for Updates buttons within the product.

Below is a summary of functionality, fields or transactions added to the Transaction Pro Importer by date.  For a full list of all updates and bug fixes please review this article.

July 26, 2013  - Version 5.016

New Transaction Type:  
Bank Transfer
Transfer Inventory

New Fields Added:
Invoice Link Sales Order:  Custom Fields

New Functionality Added:
Vendor Credit:  Changed logic so that a new transaction is started when either the vendor or the refnumber changes in the import file

June 20, 2013 - Version 5.015
New Transaction Type:  
Credit Card Statement Import

New Fields Added:
Bank Statement Import:  Billable and Billable Entity

June 7, 2013 - Version 5.014
New Fields Added:
Employee List Import:  SSN field is now updated
Customer List Import:  Added Addr Line5 when command line /ADDR_LINE5 is set

April 15, 2013 - Version 5.013
New Fields Added:
Vendor List Import (non US versions):  Is Tax Tracked on Purchases, Is Tax Tracked on Sales, Is Sales Tax Agency, Tax on Purchases Account, Tax on Sales Account, Tax Registration Number

New Options Added:
Customer List Import:  Added cross reference functionality
Vendor List Import:  Added cross reference functionality

March 21, 2013 - Version 5.012
New Fields Added:
Vendor List Import:  Account Prefill field, billing Rate field
Transactions with Bill to Note, Ship to Note or Address Note:  Added Address Line 5 via command line /ADDR_LINE5

January 15, 2013 - Version 5.011
New Fields Added:
Invoice Link Sale Order Import:  Inventory Site and Serial/Lot Number

December 16, 2012 - Version 5.010
New Fields Added:
Receive Payment Import:  Discount Class field (QuickBooks 2012 or later)

December 1, 2012- Version 5.009
New Transaction Type:
Item Sales Tax

New Fields Added:
Bank Statement Import:  Class field
Item Receipt:  Expense fields
Journal Entry:  IsAdjustment field (QuickBooks 2008 or later)

New Options Added:
Auto Assign:  Ability to check/uncheck Auto Assign transaction numbers.  /AUTO_ASSIGN=1 to check the box /AUTO_ASSIGN=0 to uncheck the box
Sales Order:  Added support for /ITEMACCT command line
Vendor Credit:  Added support for /USE_AMOUNT command line

September 16, 2012 - Version 5.008
New Fields Added:
Bank Statement Import:  Is Tax Included (non US versions)
Item Assembly Import:  Parent field reference.
Journal Entry Import:  Sales Tax Item (Canada 2008 or later)
Sales Receipt:  Is Pending

New Options Added:
Accounts Payable Imports:  Added command line /EXPENSES_CUSTOMER_NO_ADD.  When this is set Transaction Pro Importer will not add a new customer when mapping to the Expense Customer on Accounts Payable Imports.

June 21, 2012 16, 2012 - Version 5.006
New Fields Added:
Employee List Import:  Date Hired and Date Release fields (insert only)
Item Group Import:  Print Items in Group

New Options Added:
Receive Payment Import:  Ability to apply payment to statement charge.

June 21, 2012 16, 2012 - Version 5.005
New Fields Added:
Advanced Inventory Imports:  Serial and Lot Numbers (Enterprise 12 or later)

December 23, 2011 - Version 5.004
New Fields Added:
Inventory Adjustments:  Adj Value Field
Purchase Orders:  Other1_Header and Other2_Header

November 15, 2011 - Version 5.003
New Fields Added:
Purchase Order:  Template

October 13, 2011 - Version 5.002
Bug fixes only.

October 10, 2011 - Version 5.001
New Fields Added:
Inventory Adjustment:  Site 

New Options Added:
Customer List Import:  Cross Reference
Vendor List Import:  Cross Reference
 
September 15, 2011 - Version 5.000
Initial Release

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