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  • Recommended Field Mappings for Transaction Pro

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    Darth Moxy

    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.


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