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Find answers, step-by-step guides, and troubleshooting for every PrimeConnect feature.

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Getting Started

Download, install, and set up PrimeConnect. Connect to QuickBooks® and run your first operation.

2 articles

Importing Data

Learn how to import transactions from Excel and CSV files with smart field mapping and validation.

5 articles

Exporting Data

Export QuickBooks® data to organized Excel spreadsheets with powerful filtering options.

1 article

Deleting Records

Bulk delete transactions safely with preview and confirmation. A feature unique to PrimeConnect.

1 article

History & Rollback

Track all operations and undo imports with PrimeConnect's built-in operation history.

2 articles

Settings

Configure import behavior, auto-create references, and customize PrimeConnect to your workflow.

1 article

Licensing & Billing

Manage your license, subscription tiers, machine registrations, and renewals.

2 articles

Troubleshooting

Common errors, QuickBooks® connection issues, system requirements, and solutions.

4 articles

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Getting Started

Getting Started with PrimeConnect

Download, install, and set up PrimeConnect for QuickBooks® Desktop. Connect to QuickBooks and run your first operation.

Getting Started8 min read

Connecting to QuickBooks Desktop

How to connect PrimeConnect to QuickBooks® Desktop, manage company files, and troubleshoot connection issues.

Getting Started6 min read

Importing Data

Importing Data into QuickBooks

Complete guide to the import wizard — upload Excel/CSV files, map fields, validate data, and import into QuickBooks® Desktop.

Importing Data12 min read

Field Mapping & Saved Templates

How to map your spreadsheet columns to QuickBooks® fields, use auto-matching, and save reusable mapping templates.

Importing Data7 min read

Handling Missing References During Import

What missing references are, how auto-create works, and how to manually resolve references that don't exist in QuickBooks®.

Importing Data8 min read

Data Validation & Preview

Understand validation rules, resolve row-level errors, preview your data before importing, and handle partial imports.

Importing Data7 min read

Sample Import Files & Templates

Find sample files, understand file format requirements, column naming conventions, and encoding for successful imports.

Importing Data6 min read

Exporting Data

Exporting Data from QuickBooks

Export QuickBooks® data to Excel spreadsheets with powerful filtering, field selection, and custom export configurations.

Exporting Data8 min read

Deleting Records

Bulk Deleting Records from QuickBooks

Safely delete QuickBooks® records in bulk with preview, filtering, and confirmation. A feature unique to PrimeConnect.

Deleting Records7 min read

History & Rollback

Viewing Operation History

Track all import, export, and delete operations with detailed batch history, drill-down views, and operation summaries.

History & Rollback5 min read

Rolling Back (Undoing) an Import

How to undo an import operation, which imports can be rolled back, and what happens during rollback.

History & Rollback5 min read

Settings

Settings & Configuration

Configure import behavior, auto-create missing references, decimal precision, and other PrimeConnect preferences.

Settings5 min read

Licensing & Billing

License Activation & Tiers

Understand PrimeConnect license tiers (Trial, Standard, Premium), activate your license, and manage machine binding.

Licensing & Billing7 min read

Managing Your Subscription

Renew your license, change tiers, deactivate machines, transfer to a new computer, and manage billing.

Licensing & Billing5 min read

FAQ

Frequently Asked Questions

Compatibility

System Requirements

Operating System

Windows 10 or Windows 11

QuickBooks®

Pro, Premier, or Enterprise (Desktop)

Framework

.NET Framework 4.7.2 or later

RAM

4 GB minimum

Disk Space

500 MB available

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Help Categories

Getting Started

Importing Data

Exporting Data

Deleting Records

History & Rollback

Settings

Licensing & Billing

Troubleshooting

Most Read Articles

Getting Started with PrimeConnect

Importing Data into QuickBooks

Exporting Data from QuickBooks

Bulk Deleting Records from QuickBooks

Troubleshooting Common Issues

License Activation & Tiers

Supported QuickBooks Entity Types

Connecting to QuickBooks Desktop

Browse by Category

Getting Started

Getting Started with PrimeConnect

Connecting to QuickBooks Desktop

Importing Data

Importing Data into QuickBooks

Field Mapping & Saved Templates

Handling Missing References During Import

Data Validation & Preview

Sample Import Files & Templates

Exporting Data

Exporting Data from QuickBooks

Deleting Records

Bulk Deleting Records from QuickBooks

History & Rollback

Viewing Operation History

Rolling Back (Undoing) an Import

Settings

Settings & Configuration

Licensing & Billing

License Activation & Tiers

Managing Your Subscription

Troubleshooting

Supported QuickBooks Entity Types

Troubleshooting Common Issues

System Requirements

Updates & Installation

Frequently Asked Questions

System Requirements

System Requirements

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