Import Transactions & Lists with Ease - 01 Transaction Pro Importer 5.0

Import transactions, lists and bank statements from many file sources including text, Excel, Quicken, Access and most ODBC databases. Over 15,000 companies trust Transaction Pro Importer.

Price: $199.95

Developer: Baystate Consulting

Free Trial

Import Transaction or List Data to QuickBooks from Excel, Databases, Quicken, Microsoft Money and Text Files.

No other import tool includes as many transaction and list types and options for importing your data. Compare features and reviews before you purchase.

The first (since 2005) and still the best tool for importing data into QuickBooks with over seven years on the market and over 15,000 satisfied users. Don't risk your import data to imitators.

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, Quicken, Microsoft Money 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, odbc databases or comma, tab, and pipe delimited text formats. Edit existing data before you import your data to QuickBooks in program grid.

Supports the Following Transaction Types:

Bank Statements


Bill Payments

Checks (except payroll checks which are not supported by the QuickBooks SDK)

Credit Card Charges

Credit Card Credits

Credit Memos


Estimates (Quotes)

Inventory Adjustments


Item Receipts

Journal Entries

Price Levels

Purchase Orders

Receive Payments

Sales Orders

Sales Receipts

Time Tracking

Vendor Credits

Supports the Following List Types:






Item Assemblies

Item Fixed Assets

Item Groups

Other Names


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)


Microsoft Money

Highlight of Features:

Use Excel, text, MS-Access, Quicken, Microsoft Money 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 in your import file to combine fields like first and last name into a single field.

Ability to define unlimited payee alias maps for checks, bills and more.

Ability to import bank statements from Quicken and Microsoft Money formats.

Ability to set record terminators in your import file (CR/LF, CR, or LF) for text files

Ability to map columns in your import file 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 and automate your import.

Windows 8/7, Vista/XP Compatible

QuickBooks 2013 Compatible including Enterprise 13