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Home > How to Use Transaction Pro > How to Import Using Transaction Pro Importer - NEW > Desktop Importer - NEW > Specify QuickBooks Template for Transaction
Specify QuickBooks Template for Transaction
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Oct 18, 2023
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QUESTION

 

Can the Template Name be specified when importing transactions with Rightworks Transaction Pro Importer?

 

RESOLUTION

 

When importing with Importer, the Template Name can be specified or mapped to the Template field. If a template name is not specified when importing, the import will default to the last template that was used when manually creating the transaction in QuickBooks.

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