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FAQ

Transaction Pro Frequently Asked Questions

General

Which versions of QuickBooks are compatible with Transaction Pro?

QuickBooks Desktop: Version 8.0 of Transaction Pro works with QuickBooks Desktop Pro and Premier 2007 - 2020 versions and QuickBooks Enterprise 2.0 - 20.0 versions.

QuickBooks Online: Simple Start, Essentials, Plus, Advanced

Where can I find the type of transactions/lists that can be imported through Transaction Pro?

Please access the links below for the supported transaction and list types for each product:

Transaction Pro for QuickBooks Online Data Dictionary

Transaction Pro for QuickBooks Desktop Data Dictionary

Will Transaction Pro support my non-US version of QuickBooks?

Yes, Transaction Pro works with all country versions of QuickBooks.

Transaction Pro Online

Transaction Pro Desktop

For Transaction Pro Online, can I use one subscription to access multiple QuickBooks Online company files?

Yes, the new Admin Portal allows you to access multiple company files from one subscription.

For Transaction Pro Desktop, can I access multiple company files with one account?

Yes, one license of Transaction Pro Desktop will connect to an unlimited number of company files.

What are the acceptable file formats for Transaction Pro Online?

Excel files and CSV files

What are the acceptable file formats for Transaction Pro Desktop?

Excel files, CSVĀ files, TXT files, Quicken Files (.qif), Microsoft Money Files (.ofx), Microsoft Access Databases (.mdb), ODBC compliant databases such as SQL.

Can multiple users use one subscription of Transaction Pro Online?

Yes, the new Admin Portal allows you to add users to one subscription, all with different levels of access.

Are Transaction Pro Desktop products compatible with a server environment?

Yes, all Transaction Pro Desktop products can be installed and will function in a server environment. See HERE for more information.

For more information on Transaction Pro, please visit our Knowledge Base or contact our support team at support.transactionpro.com

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