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
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:
*** New ***
(except payroll checks
which are not supported by the QuickBooks SDK)
mySQL, Oracle, or any database that can be read via ODBC
(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
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.
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.
save unlimited map files for each transaction type.
SmartMap - maps fields by name
with your import file with a single click
skip transactions with reference numbers that already exist in
send a default value (static value) to a QuickBooks field instead of mapping to a
field in import file
use simple formulas to combine fields like first and last name into
a single field.
set record terminators (CR/LF, CR, or LF) for text files
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
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.
QuickBooks 2014 Compatible
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
Designed for use with QuickBooks®
Includes: Installation and setup assistance. 30 days of e-mail
support. Single user license.
Windows PC Running Windows 8/7, Vista or XP Operating systems. Need to
install on a Windows Terminal Server?
- QuickBooks 2003 (US, CA), 2005 (UK, AU) or newer installed on the machine.
works with QuickBooks 2014!