See a movie of Transaction Pro Importer in action!
Movie Demo 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 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 Trackings
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.
Download working demo
-
Limited to working only with QuickBooks sample product based company
(Rock Castle Construction)
Requirements: QuickBooks 2003 (US, CA), 2005 (UK, AU) or newer installed on the machine.
Yes, it
works with QuickBooks 2008!
Rated 5 Stars by QuickBooks Users -
Read Reviews
Movie Demo
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Yes, it
works with QuickBooks 2008!