Import Transaction or List Data to QuickBooks from Excel, Databases or Text Files:
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. 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
Time Tracking
Vendor Credits
Supports the Following List Types:
Accounts
Customers
Employees
Items
Other Names
Vendors
Supports the Following File Formats:
Excel (97/2000/XP/2003/2007 formats)
Access databases (97/2000/XP/2003/2007 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.
Extensive command line options to set virtually all program settings
Windows 7 Ready
QuickBooks 2010 Compatible including Enterprise 10