My company is using QuickBooks Pro 2013
Our IT guy is testing to see the vendor payable transaction processed from another software will be imported to the QB and found a couple of unwanted results. Is there a way to fix these problems?
1. When the vendor name in the import file is slightly different from what it was registered under Vendor Center, it creates a new vendor name in Vendor Center. We rather have an error message saying "the name is not found in Vendor Center" or so than registering a new name. Is there such a function available?
2. When a part of the transactions is not compatible and unable to import, an error message shows up like "line 17 is an invalid transaction" with the pop-up to choose OK or Cancel. If you choose OK by accident, the rest of the data except for the invalid transaction will be imported. We want to turn off this function. Is there any way?
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You can not change the way the software works, you must use the names as recorded in QB or it creates a new vendor - just the way it is. Same for the second issue.
If you want this sort of functionality you can use a third party tool that uses the QuickBooks SDK. We have a product that will let you enable an option not to create new vendors plus there is strong validation of your data before you even start the import. You can request a free trial of our Transaction Pro Importer software and find out more at http://marketplace.intuit.com/AppID-2681-Overview.aspx
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