Importer for Desktop

Eliminate Data Entry and Save Time in Your Workday

Transaction Pro Importer for QuickBooks Desktop

Transaction Pro Importer for QuickBooks Desktop enables you to save time by eliminating duplicate data entry. With Transaction Pro Importer, you can easily import the following transactions and lists:

  • Import File Types

    • Excel 2003 – Present including Excel 365 (.xls, xlsx, .xlsb, and .xlsm)

    • Text (.txt and .csv – tab, comma, and pipe delimited)

    • Quicken (.qif – banking data only)

    • Microsoft Money (.ofx – banking data only)

    • Access 2003 – Present including Access 365 (.mdb and .accdb)

    • SQL Databases and Queries

    • ODBC Compliant Databases

  • Transactions Supported

    • Bank Statements
    • Bills
    • Bill Payments
    • Checks
    • Credit Card Charges
    • Credit Card Credit
    • Credit Card Statements
    • Credit Memos
    • Deposits
    • Estimates
    • Inventory Adjustments
    • Invoices
    • Item Receipts
    • Item Receipts with Bill­­­­­
    • Journal Entries
    • Purchase Orders
    • Receive Payments
    • Sales Orders
    • Sales Receipts
    • Statement Charges
    • Time Tracking
    • Transfer (Bank)
    • Transfer Inventory (QB Enterprise only)
    • Vendor Credits

  • Lists Supported

    • Accounts
    • Classes
    • Customers
    • Employees
    • Items
    • Item Assemblies
    • Item Fixed Assets
    • Item Groups
    • Item Sales Taxes
    • Other Names
    • Price Levels
    • Vendors

Features & Benefits

Validate Data Pre-import

View and Save Import Log

Save Unlimited Field Maps per Import Type

Share Saved Maps with Other Users

Match Fields by Name

Set Default Values when Mapping

Use Formulas when Mapping

Translate Columns as Data Rows

Cross-reference Accounts, Customers, Jobs, Vendors, and Items

Check for Existing Accounts, Customers, Jobs, Vendors, and Items Pre-Import

Import Custom Fields on Transactions and Lists

Use Dozens of User Settings and Options

Schedule Import (with Command Line)

Add Additional Functionality with Command Lines

System Requirements

  • Windows Vista, 7, 8, or 10 or Windows Server 2008 or later
  • QuickBooks Pro and Premier 2007 – 2019 or QuickBooks Enterprise 2.0 – 19.0
  • TLS 1.2

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