01 Transaction Pro


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01 Transaction Pro Import Wizard 2.0
Import Transactions into QuickBooks from any Excel or Text File

See a movie of Transaction Pro Importer in action! Movie Demo

Click Here to Purchase for only $199.95

Transfer Transaction Data to QuickBooks from any Excel or Text File:
Rated 5 Stars by QuickBooks Users - Read Reviews

From within the Transaction Pro Wizard, you can automatically import QuickBooks bills, checks, credit card charges, credit memos, deposits, estimates, invoices, journal entries, purchase orders, receive payments, sales orders, sales receipts, and time tracking from any Excel or text file (such as a CSV or tab delimited file - More information about the type of file you need to use can be found here). Easy configurable field level mapping gives you complete flexibility and control in importing your data. Transaction Pro will even enable you to edit your data prior to sending it into QuickBooks.

Save Time By Entering Data Once:
Save time by eliminating duplicate data entry from orders gathered from web sites or other sources.

Want an easy way to import your transactions into QuickBooks? The Transaction Pro is the solution you’ve been looking for. Wizard interface provides simple step-by-step instructions and field-level mapping of your data. Quickly import an Excel or text file as a QuickBooks bill, check, credit card charge, credit memo, deposit, estimate, invoice, journal entry, purchase order, receive payment, sales order, sales receipt, time tracking, or vendor credit. Automatically adds new accounts, customers, jobs, items, and classes. Supports Excel files or comma, tab, and pipe delimited text formats. Edit existing data before exporting to QuickBooks in program grid. Supports sales tax codes for each line item.

eCommerce Features Integrated into TPI 2.0: Map shipping, handling, discounts, and sales tax to QuickBooks fields to be added as transaction lines.

Supports the Following Transaction Types:

	Bills
	Checks
	Credit Card Charges
	Credit Card Credits
	Credit Memos
	Deposits
	Estimates (Quotes)
	Invoices
	Journal Entries
	Purchase Orders
	Receive Payments
	Sales Orders
	Sales Receipts
	Time Tracking
	Vendor Credits

Version 2.0 adds these additional features:

	Support for Excel files as well as text delimited files
	Stronger validation before import: TPI now sets all import data field lengths to the maximum allowed by QuickBooks. TPI also checks for fields to be in the proper format. This almost completely eliminates all data validation errors when importing the file into QuickBooks.
	Exception File for failed Transactions: Ability to output unsaved transactions to an exception file. This exception file can be used to re-import the failed transactions.
	Load and save unlimited map files for each transaction type
	Ability to skip transactions with reference numbers that already exist in QuickBooks

Ability to send a default value to a QuickBooks field instead of mapping to a field in import file

	Ability to set record terminators (CR/LF, CR, or LF)
	Integration with e-Commerce Edition features. Now one version of TPI

Options screen to set all program options in place of command line options

Click one or more of the images below to see actual screens from the program

Step 1 - Select Your File	Step 2 - Set Options	Step 3 - Review Input File

Step 4 - Map Fields	Step 5 - Review Mapped Data	Step 6 - Item Settings

Free installation support. Customizations available - please request a quote. We can customize a turn-key solution for your organization.

Designed for use with QuickBooks®

Includes: Installation and setup assistance. Single user license.

Requirements: QuickBooks 2003 (US, CA), 2005 (UK, AU) or newer installed on the machine.
Yes, it works with QuickBooks 2008!

Questions?
Please call or write us; we are here to solve your data import requirements:
Baystate Consulting: 781-932-1133
sales@baystateconsulting.com

After successful checkout from PayPal using a credit card or PayPal balance, you will be sent links to download and instructions to unlock the software. Be sure to check your junk email folder for an email with the title "Thank you for purchasing.."

Note: if you use your checking account (e-Check) to purchase you will not be able to immediately download the product. This is due to the fact that we must wait for your check to clear. So please use a credit card or funds from your PayPal account to purchase the product so you can immediately download it.