Importer for Online

Be More Productive, Move Transactions in Minutes.

Transaction Pro Importer for QuickBooks Online

Easily import QuickBooks transactions or lists from any Excel, .csv, or .txt file with Transaction Pro Importer for QuickBooks Online. Field-level mapping gives you complete flexibility and control over importing your data.

  • Import File Types

    • Excel 2003 – Present including Excel 365 (.xls or .xlsx)
    • Comma-Separated Value (.csv)
    • Text (.txt – tab, comma, and pipe delimited)

  • Transactions Supported

    • Bank Statements
    • Bills
    • Bill Payments
    • Checks
    • Credit Card Charges
    • Credit Card Credits
    • Credit Memos
    • Deposits
    • Estimates
    • Invoices
    • Journal Entries
    • Purchase Orders
    • Purchases – Cash (Expenses)
    • Receive Payments
    • Refund Receipts
    • Sales Receipts
    • Time Activities
    • Transfers (Bank)
    • Vendor Credits

  • Lists Supported

    • Accounts
    • Classes
    • Customers
    • Employees
    • Locations
    • Products and Services
    • Vendors

Features & Benefits

Validate Data Pre-import

Save Import Log (Export or Email)

Save Unlimited Field Maps per Import Type

Share Saved Maps with Other Users

Match Columns to Fields Automatically

Set Default Values when Mapping

Preview and Update Data Prior to Importing

Import Custom Fields on Transactions

Auto-Assign Transactions Numbers

Cross-reference Customers, Vendors, and Products & Services

Check for Existing Accounts, Customers, Vendors, Products & Services, Locations, and Classes Pre-Import

Francesca

Owner, Leola Construction

"Transaction Pro Importer has helped us increase the efficiency of our staff incredibly. If we did not have it to use to import Estimates, Purchase Orders and Pricing updates, I would need more staff."

John

Bookkeeper, SHARP 4 Sports

"Import speed is amazing (less than one minute). Manually creating each invoice would have been impossible. Importing large customer lists was also very useful."

Lisa

Bookkeeper, Edward M Osinski Jr. CPA

"The product is very user friendly and allows me to easily move data from client files to our company file. When I needed support, the team was there quick to respond and quickly assisted me in resolving my issue."

Purchase Transaction Pro