Recommended Field Mappings for Transaction Pro

Do you have a guide for mapping my fields in Transaction Pro?

Yes! 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.