Transaction Pro | QuickBooks Desktop – Setting Bank Feed Modes

Transaction Pro for QuickBooks Online includes the new Admin Portal, allowing you to add multiple companies and users under one subscription. Once added, you can easily import, export and delete data including transactions and lists using Excel or CSV files. A simple and powerful way to exchange data with QuickBooks Desktop or Online. Since , Transaction Pro has been the trusted name in data import, export and delete tools with QuickBooks.

A simple one-time mapping is all it takes; no complicated templates. Transaction Pro can save you hours of time and relieve the burden of manually entering transactions into QuickBooks. Plus you know your data is error-free since we validate your file to be sure everything is correct.

Simply drag and drop your file, map the fields and start moving data in minutes! Free trial available. Works perfectly! I use it to import bills and invoices from another system and it has saved me hours of time and is more accurate than entering them.

Highly recommend. This app is easy to use and let’s you import or extract more data fields than are available using the built in tools for Quickbooks online. Transaction Pro was a waste of time and money. The amount of file manipulation needed to make the data ABLE to upload was worse than manually entering the data. Add to that a language barrier with the techs, and the system was just unworkable for me. I ended up canceling after a week of frustration.

This app has saved me so much time in being able to enter complex journal entries. Saves me a lot of time. I love this app! I was surprised QB did not offer a way to import certain transactions like journal entries. Thankfully, I was able to download Transaction Pro to import all of my bulk data and save a ton of time.

Sync Data. Transaction Pro. Transaction Pro 3. Get app now. Key benefits EASY. Transaction Pro was designed for ease of use. We understand you want to get your job done quickly and without a long learning curve. Our products are designed by business people, for business people.

We work hard to be sure you are getting the maximum performance when using our tools. We are constantly adding new features and more value to our products.

Since , Transaction Pro has been the trusted name for data imports and exports for QuickBooks. We were the first and remain the most trusted data importer for QuickBooks.

Why risk your critical accounting data to imitators? How it works with QuickBooks Transaction Pro for QuickBooks Online includes the new Admin Portal, allowing you to add multiple companies and users under one subscription. Details Since , Transaction Pro has been the trusted name in data import, export and delete tools with QuickBooks.

Show more. Plan name. Use for 7 days with a free trial with limitations , no credit card required. Essential for importing and exporting files and lists into and out of QuickBooks. Includes the new Admin Portal for one company, unlimited users, plus online chat and email support. Includes the new Admin Portal for three companies, unlimited users, plus online chat and email support.

Includes the new Admin Portal for five companies, unlimited users, plus online chat and email support. Includes the new Admin Portal for ten companies, unlimited users, plus online chat and email support. Reviews Overall. Write a review. Sort by. Previous Page 1 2 Super functional and versatile.

I knew more about the product that the helper. Total waste of two hours! View similar apps in this same category. Net, etc. Frequently asked questions Does the import file need to be in specified format? The columns in your import file can be in any order and can have whatever titles that you want. Alternatively, you could download our sample template and copy and paste your data into the template.

If you use the sample template no mapping is required. Over 20 transaction and list types can be imported including bill payments, credit card charges, invoices, journal entries, and sales receipts. How do I import multi-lined transactions? Each line of the same transaction should have a common transaction id in your import file that is then mapped to the QuickBooks field, RefNumber, within the Transaction Pro Importer mapping screen. Can I undo an import? There is no way to undo an import.

It is recommended you do a small test import until you are comfortable with the product.

Transaction pro importer for quickbooks desktop.How To Import Bank Transactions Into QuickBooks Desktop

 
Transaction Pro Importer for QuickBooks Desktop allows you to quickly and easily import transactions and lists into QuickBooks. No more manual data entry. Save hours of time with Transaction Pro Importer, Exporter, and Deleter tools for QuickBooks Online.

Transaction pro importer for quickbooks desktop

You can import SKUs on invoices or bills, but not both. Importing SKUs on both the invoices and bills will create duplicates and affect your reporting. Back to home. Getting Started. What’s New? Learn how to set up Transaction Pro Importer.

Import Options – Generate Transaction Log – outputs all processed and failed transactions to a log window. Invoice with project number – includes the fields from the “Invoice without SKUs” map and will also create sub-jobs with each project number.

Invoice with number and project name – includes the fields from the “Invoice without SKUs” map and will also create sub-jobs with each project number and project name. Once you’ve uploaded or completed your map: Click Next for a preview of what’s being imported errors are highlighted in yellow and can be fixed in-app on Transaction Pro Importer’s paid version Click Next again, then follow the steps below to finalize your invoice import settings [Back to top] Invoice import settings The import settings only need to be set once if your team isn’t importing product SKUs; if your team is importing product SKUs, you’ll need to ensure these settings are consistent each time you import invoices.

Visit www. Filed under Data Sync. Have questions? We are here to help. Give us a call at Contact Sales. Want to hear from us? Quickly and easily move data out of QuickBooks.

With Exporter, you can move data to another accounting system, another QuickBooks company file, or put it into Microsoft Excel for additional analysis. Move transactions like invoices, bill payments, and sales receipts out of QuickBooks in just minutes. Remove data from view in QuickBooks. In just minutes, Transaction Pro Deleter removes unnecessary data or old customers or vendors to avoid clutter.

QuickBooks Desktop Meet the tool you need for the desktop software you love Sign up for a risk-free trial. No credit card required. Transaction Pro Importer Eliminate data entry Select your transaction type, set your options, map your fields and then sit back while your data moves into QuickBooks.

Import transactions or lists Over 20 transaction and list types including bill payments, credit card charges, invoices, journal entries, and sales receipts.

Custom workflows Move transactions like invoices, bill payments, and sales receipts into QuickBooks in just minutes.