Transaction Pro Importer/Exporter

Easily import/export transactions and lists from/to Excel with QuickBooks

Description

Trusted since 2005, Transaction Pro makes it easy to import & export data including transactions and lists with QuickBooks using Excel or CSV files. A simple and powerful way to exchange external data with QuickBooks.

Easily Import Transactions from Excel or Text Files to QuickBooks Online

Using Transaction Pro Importer/Exporter, you too can be importing or exporting your transactions and lists with QuickBooks from Excel or CSV files in just a few easy steps. No matter what type of data you need to import or export, Transaction Pro makes it quick and easy. No complicated import templates; you define and save your own field mapping based on the import file you provide or the export file required. TPI even validates your data pre-import and provides a log file after import.

Transaction Pro Importer Field Mapping

Easy to define field mapping, no need to match up or define complicated template file formats. You define a map that works best with your import file, even defining default values for fields.

Transaction Pro Importer Data Editing

Edit uploaded file data before import; easily filling in missing data and selecting which rows to import. An options button allows many custom ways to import your data as well.

Transaction Pro Importer Data Validation

Pre-validates your import file before import, making sure that required fields are supplied and giving the opportunity to fix missing data beforehand.

Transaction Pro Importer Import Log

Provides an import log after import so you know what was imported, taking the guesswork out of the process.You can also email or export your import log to Excel.

Easily Import Transactions from Excel or Text Files to QuickBooks Online
Transaction Pro Importer Field Mapping
Transaction Pro Importer Data Editing
Transaction Pro Importer Data Validation
Transaction Pro Importer Import Log

30 day free trial available. Plans start as low as $9.99/mo for unlimited imports. More plans available, visit our web site at https://importer.transactionpro.com, email us at sales@transactionpro.com or call us at (888) 756-7596 for more details


PLAN PRICE USERS DETAILS
30-day risk-free trial Free 1 Use the system for 30 days with this free trial. (limited to 50 rows per import and 200 total transactions or lists)
Up to 1 user - monthly $19.99/month 1 Allows access for a single user to run the application and perform unlimited imports and exports on a single QuickBooks Online company file.
Up to 1 user - annually (Less than $12.50/mo !) $149.99/year 1 Allows access for a single user to run the application and perform unlimited imports and exports on a single QuickBooks Online company file. Less than $12.50 per month!
Up to 3 users - monthly $24.99/month 3 Allows access for up to three users to run the application and perform unlimited imports and exports on a single QuickBooks Online company file.
Up to 3 users - annually $199.99/year 3 Allows access for up to three users to run the application and perform unlimited imports and exports on a single QuickBooks Online company file.

Support is available via email at support@transactionpro.com

Support: (888) 756-7596
Online: http://support.transactionpro.com


Check out the most frequently asked questions below: Expand all
Does the import file need to be in specified format?
Transaction Pro Importer (“TPI”) will work with Excel or CSV files that have a header row. The columns in your import file can be in any order and can have whatever titles that you want. Within the mapping of TPI you can match the columns from your import file to the QuickBooks fields. 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.
What transaction types and lists can be imported to QuickBooks Online using Transaction Pro Importer?
Please find a listing of the supported transactions and lists on our support page here: http://support.transactionpro.com/KB/a126/transactions-lists-that-can-be-imported-to-quickbooks.aspx. If the import type you wish to use is not listed, contact us as Intuit continues to build out this developer platform to support new transactions and lists. As these become available we expect to be adding additional transaction and lists.
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. If you need to do batch deletes, check out our Transaction Pro Deleter app on apps.com.