01 Transaction Pro Import Wizard for QuickBooks Online Edition (QBOE) - Import Transactions or Lists into QuickBooks Online Edition from any Excel or Text File
Transfer Transaction
or List Data to QuickBooks from any Excel or Text File:
From within the Transaction Pro Wizard for QBOE, you can automatically import
QuickBooks bills, checks, credit memos, customers, employees, items, invoices, journal
entries, other names, receive payments, sales receipts, time tracking or
vendors from any Excel or text file (such as a
CSV or tab delimited file -
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 Online Edition.
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
Online Edition? The
Transaction Pro 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 an Excel or text file as a QuickBooks
Online Edition transaction or list. Automatically adds new accounts, customers,
jobs, items, and
classes. Supports Excel files or comma, tab, and pipe delimited text formats. Edit
existing data before importing to QBOE in program grid.
Supports the
Following List Types:
Accounts
Classes
*** NEW ***
Customers
Employees
Other Names
Vendors
Service Items
Supports the Following Transaction Types:
Bills
Checks
Credit Card
Charges
Credit Card
Credits
Credit Memos
Invoices
Journal
Entries
Receive
Payments
Sales Receipts
Time Tracking
Vendor Credits
Click one or more
of the images below to see actual screens from the program
Step 1 - Establish QBOE Connection
Step 2 - Select Your File
Step 3 - Review Input File
Step 4 - Map Fields
Step 5 - Review Mapped Data
Step 6 - Finish
Free installation support. Customizations available
- please request a quote. We can customize a turn-key solution for your
organization.
Designed for use with QuickBooks Online Edition®
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.
- QuickBooks Online Edition
-
Limited to importing 5 transaction lines per import.
A valid email address is required to download the demo. Enter your email address then click submit.
A link to download the software will be sent to this email address.