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Transaction Pro Import

I am testing the transaction pro import process from DL to Quickbooks Pro.  I have matched all of the sales codes and the tax rates.  I exported a proposal from DL successfully.  I downloaded the proposal map from the support page.  I followed the steps in the video to set up Transaction Pro.  I made sure the field is comma and the Import Type is Estimate.

 I get to the step to Load Map and get the following error message.

Saved map does not match one or more fields from the current import file.  Connot load saved map. Please try loading the same file format used when creating the mapping or click the Load Map button to load a map for this file.

1 Comment

Hi Cheryl,

I'll need to take a look at the upload specifically- I'll get in touch to set up a time to do so. 

Kind Regards,


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