Transaction Copier – Release Notes

Build 7.52

- Added additional fields to the data returned from QuickBooks. Now all standard fields which can be imported into QuickBooks on Invoices and most other sales transactions are returned.

- Fixed default field names for Addresses and Sales Price so they’d be recognized and included in the IIF file for import into the destination file.

Build 7.41

- Added option to update the Chart of Accounts to get the latest from the source company file on the Get Transactions dialog. The list is used to optionally filter the source data.

Build 7.37

- Added Payment Method column to the data pulled from QuickBooks.

Build 7.34

- Added additional debugging information to output files to assist support, related to the error message in 7.33.

Build 7.33

- Added a warning message if customer tries to integrate lists with the source company instead of the destination company file (was a common mistake.) Transactions should be pulled from the source file and then lists integrated with the destination file to make the IIF file produced by the Transaction Copier compatible with the destination file.

Build 7.27

- Added debugging information to output files to assist support.

Build 7.26

- Now correctly export settings from the Export/Import settings menu when on the Mac using Excel 2011, working around a Microsoft Excel bug.

Build 7.22

- Now include the Job when pulling data from QuickBooks, useful for Job tracking for purchase forms like credit card purchases, bills, and checks.

Build 7.18

- Revamped dialogs received during the import/export process.

Build 7.16

- Better handling for Assembly items in the converted transaction data. Now these are treated like Inventory items, as they behave the same way.

Build 7.15

- Better handling for sales tax items that, in the destination company, have no sales tax vendor.

- Automatically fix “Payment” transactions from QuickBooks that are really discounts. Convert them to Journals as Payment-Discounts transactions can’t be imported.

Build 7.14

- Remove popup message added for testing (that looked like an error message, but wasn’t.)

Build 7.13

- Don’t warn about Credit Card Refund transaction type, as it will be imported successfully.

Build 7.07

- Now automatically split up multi-row Journal entries that use an AP or AR type account more than once into multiple transactions to make them importable.

Build 7.04

- Fix handling of imported names lists when there are no names at all in the destination file (no customers, vendors, other names, or employees) such as when working with a new empty file.

Build 6.94

- Better handling for multiple sales tax items on one sales transaction.

- Better handling for Group items when used on sales transactions.

Build 6.77

- Improve error checking results to show new list items for Names, Accounts, and Items

- Improve recently introduced performance issue when creating an IIF file with new names.

Build 6.65

- Doc Number now always added to General Journal transactions in the IIF file regardless of account type.

- Corrected text on the Get Transactions dialog.

Build 6.65

- Doc Number now always added to General Journal transactions in the IIF file regardless of account type.

- Corrected text on the Get Transactions dialog.

Build 6.63 – Minor Fixes.

Build 6.62 – Changes to export logic to handle some additional cases.

Older Recent builds:

- Additional option to pull only open transactions (such as unpaid invoices or bills) from the source QuickBooks file.

- Doc Numbers for Deposit transaction detail lines now always included in the IIF file.

- Additional debugging information written to IIF file for support.