From within the Transaction Pro Wizard, you can easily import
QuickBooks transactions from any Excel, text file (such as a
CSV or tab delimited file), Access, or any database that supports ODBC -
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 data from virtually any source as
QuickBooks transactions. Automatically adds new accounts, customers,
jobs, items, and classes. Supports Excel, Access, databases 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.
Supports the Following Transaction Types:
Bills
Bill Payments
Checks
(except payroll checks
which are not supported by the QuickBooks SDK)
Credit Card
Charges
Credit Card
Credits
Credit Memos
Deposits
Estimates
(Quotes)
Inventory
Adjustments
Invoices
Item Receipts
Journal
Entries
Purchase
Orders
Receive
Payments
Sales Orders
Sales Receipts
Time Tracking
Vendor Credits
Supports the Following
File Formats:
Excel
(97/2000/XP/2003/2007 formats)
Access databases
(97/2000/XP/2003 formats)
SQL Server,
mySQL, Oracle, or any database that can be read via ODBC
Delimited Text
(CSV, TAB, Pipe)
3.0 Features:
Use Excel, text,
MS-Access or connect to any ODBC compliant databases like MS-SQL
Server, mySQL and Oracle for your import file data
Strong
validation before import: TPI 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.
Transaction
Log. Ability to log transactions to an output window that can be
saved to a file. Failed transactions can be saved to a file and
imported or entered manually.
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 (static value) to a QuickBooks field instead of mapping to a
field in import file
Ability to
set record terminators (CR/LF, CR, or LF) for text files
Ability to
map columns and have them generated as new transaction lines
Ability to Zoom
the data grids to fill the entire screen
New options to
check for existing customers, vendors and items before import
Improved handling
of errors returned from QuickBooks. For example, when adding a new
customer and that customer already exists as a vendor, TPI 3.0 now
adds a suffix to the new customer so it can be saved.
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. 30 days of e-mail
support. Single user license.
System
Requirements:
- Windows PC Running XP or Vista Operating systems. Need to
install on a Windows Terminal Server?
Click here
- QuickBooks 2003 (US, CA), 2005 (UK, AU) or newer installed on the machine.
Yes, it
works with QuickBooks 2009!
Movie Demo
Rated 5 Stars by QuickBooks Users
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Yes, it
works with QuickBooks 2009!