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Transaction Pro Admin Portal

Multi-user access to multiple company files all from one subscription

Streamline productivity by allowing multiple users to access multiple company files. Connect all of your QuickBooks Online customers under one subscription of Transaction Pro and give your employees different levels of access.

User roles

Owners, Admins and Participants all have different levels of access.

Single subscription

Access multiple company files from one subscription of Transaction Pro.

Limit access by user

Block users from accessing certain
companies.

Email notifications

Users are automatically notified by email of access or permission changes.

Save hours

Collaborate on company files with other users.

US-based support

Chat and email support during normal business hours.

Transaction Pro Admin Portal

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Transaction Pro Importer

Eliminate manual data entry

Select your transaction type, set your options, map your fields and then sit back while your data moves into QuickBooks.

Import transactions or lists

Over 20 transaction and list types including bill payments, credit card charges, invoices, journal entries, and sales receipts.

Map your columns

Line up what’s in your Microsoft Excel or CSV file to the fields you’re importing to.

Custom workflows

Move transactions like invoices, bill payments, and sales receipts into QuickBooks in just minutes.

Unlimited users

Increase productivity and keep QuickBooks in sync.

US-based support

Chat and email support during normal business hours.

Online resources

Knowledge Base, video tutorials, forums and much more to get you up and running fast.

Transaction Pro Importer

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Transaction Pro Exporter

Be more efficient

Quickly and easily move data out of QuickBooks. With Exporter, you can move data to another accounting system, another QuickBooks company file, or put it into Microsoft Excel for additional analysis.

Export only the columns you need

Select which columns you need and get the job done.

Export to CSV

Convert to Excel or .txt after export, if needed.

Custom workflows

Move transactions like invoices, bill payments, and sales receipts out of QuickBooks in just minutes.

More users

Up to 10 users can help increase productivity and keep QuickBooks in sync.

US-based support

Chat and email support during normal business hours.

Online resources

Knowledge Base, video tutorials, forums and much more to get you up and running fast.

Transaction Pro Exporter

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Transaction Pro Deleter

Clean up QuickBooks

Remove data from view in QuickBooks. In just minutes, Transaction Pro Deleter removes unnecessary data or old customers or vendors to avoid clutter.

Delete customers, invoices, journal entries, and more from view

Super fast, super clean. Deleter gets the job done, saving you hours of work.

Filter by Ref Number or Date

Delete one month or one year of data. Select the rows you want to purge.

Batch deletions

Save time be deleting batches of transactions.

More users

Up to 10 users can help increase productivity and keep QuickBooks in sync.

US-based support

Chat and email support during normal business hours.

Online resources

Knowledge Base, video tutorials, forums and much more to get you up and running fast.

Transaction Pro Deleter

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