---
title: QuickBooks Online – Set Up Transaction Pro
description: "### **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…"
url: "https://usked.com/kb/quickbooks-online-set-up-transaction-pro/"
updated: "2026-03-12"
category: "How-To Tutorials / Accounting Integrations"
---

# 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**](https://app.qbo.intuit.com/)**and**[**Transaction Pro**](http://importer.transactionpro.com/)

**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**

1. **Go to**[**Transaction Pro**](http://importer.transactionpro.com/)
2. **Click Sign in with Intuit**

1. ![81a91e20 6284 4bf8 abc0 1c1ffd34a17a](blob:https://usked.com/81a91e20-6284-4bf8-abc0-1c1ffd34a17a)
   1. **Click ADD NEW SUBSCRIPTION**
2. ![a006b8cd 2003 429d 82dc 30351ee28456](blob:https://usked.com/a006b8cd-2003-429d-82dc-30351ee28456)
   1. **Select your subscription plan and click BUY NOW**
   2. **Click Proceed Now**
   3. **Enter your account details**
   4. **Add your billing address**
   5. **Enter your payment details**
   6. **Click Next to complete the purchase**

### **Manage Subscription and User Access**

#### **Step 1 - Navigate to My Subscriptions Page**

1. **Click Manage → Edit Companies and Users**

![image 98](https://usked.com/wp-content/uploads/2026/03/image-98.png)

#### **Step 2 - Add Users**

1. **Click Users**

![image 102](https://usked.com/wp-content/uploads/2026/03/image-102-1024x200.png)

1. **Click Invite Users**
2. **Click Send Invitation**
3. **After the user accepts the invitation, refresh the page and click Manage User to confirm access.**

![image 100](https://usked.com/wp-content/uploads/2026/03/image-100.png)

#### **Step 3 - Add Company Access**

1. **Select the Companies tab**

![image 99](https://usked.com/wp-content/uploads/2026/03/image-99.png)

1. **Click ADD COMPANY**

![image 101](https://usked.com/wp-content/uploads/2026/03/image-101.png)

1. **Select the QBO Company **
2. **Click Add**

**Users will receive an email confirming access to the Transaction Pro account.**

**Ready to import customer invoices into QuickBooks Online? Click**[**here**](https://uskedcrm.zohodesk.com/portal/en/kb/articles/quickbooks-online-import-customer-invoices-from-usked-transaction-pro)**to get started!**