Here is a quick run down of how to map the necessary QuickBooks Fields to "Import File Columns" (Allmoxy Invoices), when exporting using Transaction Pro.
Recommended Field Mappings:
- QuickBooks>Allmoxy (Import File Columns)
- Customer>Company Name
- Transaction Date>Charge Date
- RefNumber>Invoice ID
- BillTo Line1>Company Name
- BillTo Line2>Address
- BillTo Line3>Address2
- BillTo City>City
- BillTo State>State
- BillTo PostalCode>ZIP
- ShipTo Line1>Invoice Name
- Item>Export Class
- Description>Item Name
- Price>AMT
- Sales Tax Item>Tax Code **if Tax Code doesn't match the value that Allmoxy is bringing over, you can set a Default Value in Transaction Pro mapping**
**If you haven't already, please be sure to first watch the video here on how to import Allmoxy data into QuickBooks using Transaction Pro for a step-by-step tutorial on the entire process.
