QuickBooks Online - Set Up Transaction Pro
Purpose
This procedure outlines the steps required to set up Transaction Pro and prepare users for importing data into QuickBooks Online (QBO).
Prerequisites
Active QuickBooks Online company
Admin access to QBO
Payment method available for Transaction Pro subscription.
System Access
System: QuickBooks Online and Transaction Pro
Login: Log in to QBO using your assigned credentials.
Procedure
Set Up Transaction Pro Subscription
Manage Subscription and User Access
Step 1 - Navigate to My Subscriptions Page
Step 2 - Add Users
Step 3 - Add Company Access
Set Up Transaction Pro Subscription
Go to Transaction Pro
Click Sign in with Intuit
Click ADD NEW SUBSCRIPTION
Select your subscription plan and click BUY NOW
Click Proceed Now
Enter your account details
Add your billing address
Enter your payment details
Click Next to complete the purchase
Manage Subscription and User Access
Step 1 - Navigate to My Subscriptions Page
Click Manage → Edit Companies and Users
Step 2 - Add Users
Click Users
Click Invite Users
Click Send Invitation
After the user accepts the invitation, refresh the page and click Manage User to confirm access.
Step 3 - Add Company Access
Select the Companies tab
Click ADD COMPANY
Select the QBO Company
Click Add
Users will receive an email confirming access to the Transaction Pro account.