transaction pro importer quickbooks online

Transaction pro importer quickbooks online trial#

The options can seem daunting, but if you focus on the task you are trying to accomplish the process is very straight forward. The program is very flexible and has a huge range of options. The program isn’t drop dead simple to use, BUT that is because importing information into QuickBooks from a wide variety of database formats just can’t be done simply. Please note that I’m the type of person that just crashes on in and runs the program, I didn’t read any of the documentation or view any tutorials before I started using it. Simple to Use?Īctually, yes, I found it simple to use considering the complexity of the task.

Transaction pro importer quickbooks online trial#

You cannot use this on your own file in a trial situation. Please note that the first time you run this you must be logged in to your QuickBooks company file as the “Admin” user or you won’t be able to access the file.Īlso note that if you use the trial version it will only work with one of the QuickBooks sample company files. This is a very typical third-party product installation. Unzip it, run the installer, open your QuickBooks file, and “authorize” the application in QuickBooks. Installing is simple, as I expect from Transaction Pro.

In addition, the Importer supports the following QuickBooks lists:

The Importer supports the following QuickBooks transactions: This tool is available for $199.95, and can work with information from Excel, Access, various SQL databases (using ODBC), and several text formats. The Importer tool provides the same excellent quality. Last year I reviewed the Transaction Pro Exporter tool from Transaction Pro, which is used to extract data from QuickBooks. Today I’m reviewing an excellent tool that you can use to import transactions into QuickBooks (and lists as well), the Transaction Pro Importer from Transaction Pro. While you have some limited ability to import list data (items, customers), it is generally difficult to import transaction data (invoices, checks).

QuickBooks has a “closed” database – they control access to the data very tightly.