Transaction Pro Importer

Presentation Date: 
Thursday, August 1, 2013

This is by far our favorite "go to" product for importing information from an electronic source into QuickBooks.

Want an easy way to import your transactions, lists, or bank statements into QuickBooks? The Transaction Pro Importer 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 or lists. Automatically adds new customers, vendors, jobs, items, and classes when importing transactions. Supports Excel, Access, databases or comma, tab, and pipe delimited text formats. 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. There is a version to work with QuickBooks Online (featured in the webinar below) as well as a version to work with QuickBooks desktop products.

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Webinar Recording:
PDF Handout: 
PDF icon 2011-08-01_tpi.pdf
Additional Files: 
Office spreadsheet icon QuickBooks Desktop Data Dictionary, Office spreadsheet icon QuickBooks Online Data Dictionary, Office spreadsheet icon QuickBooks Online Sample Files