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  • Recommended Field Mappings for Transaction Pro

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    Darth Moxy

    Here is a quick rundown 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
    • Shipping Line 2> Shipping Address
    • Shipping Line 3 > Shipping Address 2
    • Shipping City > Shipping City
    • Shipping State > Shipping State
    • Shipping Zip > Shipping Zip
    • Line Item>Export Class
    • Line Description>Item Name
    • Line>AMT
    • Sales Tax Item OR Sales Tax Rate>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 it's just 1 state; otherwise, you need to rename the Sales Tax (ie New York Tax) in Quickbooks to match what Allmoxy provides (ie NY Sales Tax)**

      If the invoice in Quickbooks is selecting the correct Tax Code (ie UT Sales Tax) but not evaluating a sales tax amount, make sure that Line Taxable is mapped to Taxable. 

    **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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