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01 Transaction Pro Import Wizard 3.0 - Import Transactions 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 Data to QuickBooks from Excel, Databases or Text Files:
 
Rating: 5/5 stars Rated 5 Stars by QuickBooks Users

Download a working trial demo version Trial Demo 

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.
Extensive command line options to set virtually all program settings

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!

Download working demo - Limited to working only with QuickBooks sample product based company
(Rock Castle Construction)

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?
Baystate Consul
ting: 781-932-1133
sales@baystateconsulting.com

 

Contact us today for a free consultation: info@BaystateConsulting.com