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Transaction Pro Importer 5.0 - Import Transactions and Lists into QuickBooks from Excel, Databases, or Text Files


Click Here to Purchase for only $199.95

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

Transfer Transaction or List Data to QuickBooks from Excel, Databases or Text Files:
 
Rating: 5/5 stars Rated 5 Stars by QuickBooks Users - http://marketplace.intuit.com/AppID-2681-Overview.aspx

Recommended by the Sleeter Group as their "absolute favorite import tool"

Download a fully working trial demo version Trial Demo 

From within the Transaction Pro Importer, you can easily import QuickBooks transactions or lists from any Excel, text file (such as a CSV or tab delimited file), Access, Quicken, Microsoft Money 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 or lists into QuickBooks? The Transaction Pro Importer 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 or lists. Automatically adds new customers, vendors, jobs, items, and classes when importing transactions. Supports Excel, Access, databases or comma, tab, and pipe delimited text formats. Edit existing data before exporting to QuickBooks in program grid.

Supports the Following Transaction Types: 

Bank Statements *** New ***
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
Statement Charges
Time Tracking
Vendor Credits

Supports the Following List Types: 

Accounts
Customers
Employees
Items
Item Assemblies
Item Fixed Assets *** New ***
Item Groups
Other Names
Price Levels
Vendors

Supports the Following File Formats:

Excel (97/2000/XP/2003/2007/2010/2013 formats)
Access databases (97/2000/XP/2003/2007/2010/2013 formats)
SQL Server, mySQL, Oracle, or any database that can be read via ODBC
Delimited Text (CSV, TAB, Pipe)

Highlight of 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
Import Quicken and Microsoft Money files as bank statements *** New ***
Import Lists with custom fields in addition to transactions
Import bank statements. *** New ***
Creates both checks and deposits from single import file
Payee alias matching *** New ***
Now easily match up payees with saved aliases for Bank Statements, Bills, Checks, and Credit Card Charges
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.
SmartMap - maps fields by name with your import file with a single click
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 use simple formulas to combine fields like first and last name into a single field.
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 5.0 now adds a suffix to the new customer so it can be saved.
Extensive command line options to set virtually all program settings
Windows 7/8 Compatible
QuickBooks 2015 Compatible including Enterprise 15

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 Windows 8/7, Vista or XP 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 2015!

Download working demo

A valid email address is required to download the demo. Enter your email address then click submit. A link to download the software will be sent to this email address.


Click Here to Purchase for $199.95

Questions?
TransactionPro.com
sales@transactionpro.com
 

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