Transaction Pro Importer 4.0 - Import Transactions or Lists 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
or List Data to QuickBooks
from Excel, Databases or Text Files:
Rated 5 Stars by QuickBooks Users -
http://marketplace.intuit.com/AppID-2681-Overview.aspx
From within the Transaction Pro Importer, you can easily import
QuickBooks transactions or lists 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 or lists 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.
Edit existing data before exporting to QuickBooks in program grid.
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 |
| Statement Charges |
| Time Tracking |
| Vendor Credits
|
Supports the Following
List Types:
| Accounts |
| Customers |
| Employees |
| Items |
| Item Groups
*** New *** |
| Item Assemblies
*** New *** |
| Other Names |
| Price Levels
*** New *** |
| Vendors |
Supports the Following
File Formats:
| Excel
(97/2000/XP/2003/2007/2010 formats) |
| Access databases
(97/2000/XP/2003/2007/2010 formats) |
| SQL Server,
mySQL, Oracle, or any database that can be read via ODBC |
| Delimited Text
(CSV, TAB, Pipe) |
Highlight of 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 |
| Import Lists with
custom fields in addition to transactions |
|
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.
|
|
SmartMap - maps fields by name
with your import file with a single click |
|
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
use simple formulas to combine fields like first and last name into
a single field. |
|
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 4.0 now
adds a suffix to the new customer so it can be saved. |
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, Vista, or Windows 7 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 2011!
Questions?
Please call or write us; we are here to solve your data import
requirements:
Baystate Consulting:
781-932-1133
sales@baystateconsulting.com
Transaction Pro Importer 4.0 for QuickBooks Pro, Premier, Enterprise, and
Simple Start
Runs on:
Windows PC Running XP, Vista, or Windows 7 Operating systems.
Need to install
on a Windows Server?
Click here
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PLEASE EVALUATE THE PRODUCT FULLY BEFORE GENERATING A REGISTRATION CODE
FOR YOUR MACHINE.
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