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)
Credit Card Charges
Credit Card Credits
Purchases – Cash (Expenses)
Products and Services
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
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."
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."
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."