Transaction Pro Importer

Easily import transactions and lists from Excel into QuickBooks Online

About

Transaction Pro Importer is an app that helps is importing many a list and transaction types into QuickBooks Online from any CSV/Excel or text files. The app’s ability to set default values for fields and Field level mapping makes this app a powerful and easy way to import data into QuickBooks Online.

With the Transaction Pro Importer (TPI), you can be import all your transactions and lists into QuickBooks Online with just a few clicks. It doesn’t matter what type of data you need to import, Transaction Pro Importer (TPI) makes it quick and easy. The import templates aren't complicated; you define and save your own field mapping based on the import file you provide. Transaction Pro Importer (TPI), validates your data pre-import and provides a log file after import.

Transaction Pro Importer (TPI) provides field mapping that is easy to define, you do not have to match up or define complicated template file formats. All you need to do is define a map that works best for your file that is being imported. The app allows you to edit the data file before it is uploaded, so that you can fill missing data and selectwhich rows need to be imported.

Also, the app pre-validates the data file you are importing, giving you an opportunity to fill missing data. The app provides a log of the file that is imported, so you know what has been imported.

Pricing

Plans start at $12.50/mo for unlimited imports. More plans available, visit their
website at https://importer.transactionpro.com for details. 30 day free trial available.

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 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 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 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 on a
single QuickBooks Online company file.

Support

Email: support@transactionpro.com

Phone Support: (781) 932 - 1133

Online: http://support.transactionpro.com

Reviews

 
 
 

Pros of Transaction Pro Importer (TPI)

We’ve seen that many QuickBooks Online users spend hours of valuable time entering monthly journal entries that are in-depth and very long. Transaction Pro Importer (TPI) has been a blessing for such users and it wonderfully integrates with QuickBooks Online.

We’ve tested a few accounting conversions on different platforms and Transaction Pro Importer (TPI) have made it possible.

This app makes it possible to import a huge number of records into QuickBooks Online, in a matter of clicks. Now running professional invoices off QuickBooks Online without having to go through the tedious process of manually entering data into QuickBooks Online has become very easy.

As part of the review, we ran and exported data from our payroll software application that easily exports into Excel. The Transaction Importer feature makes it very simple and easy, we had to memorize the Trial balance Report format and imported the data into QuickBooks Online with absolute ease. This app definitely reduces a lot of headache and saves a ton of time.

Importing journal entries into QuickBooks Online at times maybe cumbersome, time consuming process, this app has streamlined the process. The data in exported/converted with ease into either .CSV or excel format. This data can be easily imported into Transaction Pro Importer (TPI) interface

Cons of Transaction Pro Importer (TPI)

Even though this app has been a lifesaver to many users who entered data manually, the user interface could have much better. The look and feel of the app interface is a little outdated and archaic. Even though we didn’t come across many error messages while using the app, there were quite a few while uploading text files. We also see an issue while importing specific type of transactions.

We also had a problem, when our bookkeeper who had entered several transactions on QuickBooks Online one QuickBooks Online file wanted to transfer all the transactions to a new QuickBooks Online file. We spent a lot of time trying to figure this out, it might have taken us lesser time to re-enter all these ransactions into the new file.

These are small issues and we’re positive the developers will look into these issues and resolve them to make it a better app.

Screenshots