Transaction Pro Importer
WOW, that was fast
My clients bank would only download back 90 days. But they had thousands of debits from before the 90 day cut off. I imported THOUSANDS of checks, ACH/ATM, Fees and other debits in less than an hour including putting the data into the correct format. This would have easily taken a week or more to input by hand. Then the bank recs for the year took minutes since everything was imported and there was no chance for typos. I would HIGHLY recommend this App for anyone who has to import large chunks of information into QBO. I only used the checks/expense import but I would think they all work just as easily.
June 14, 2013
Is there any way to upload Deposits using this App? I don't see it as a choice on the "import type" screen.
June 14, 2013
Time and Frustration Saver!
We are switching a few clients from Accounting Relief and found this app to be very helpful as Quickbooks wouldn't import our Sales Reciepts and Expenses. We had a couple of small operator errors that tech support was great at helping me solve. So glad we don't have to do the data entry for everything, it would take way too much time and frustration. We will be using this again for future clients!!
June 12, 2013
Saves me time!
I'm a one-person business and use Transaction Pro Importer to import sales receipts from my EcommerceTemplates shopping cart to QBO. After a little experimenting with the trial, I found I can download a csv file from my shopping cart admin panel, do a little routine manipulation of the file such as adding 4 columns with formulas to create fields required by QBO, along with replacing a few values to match my QBO set up, then upload the data with ease due to the field mapping which TPI saves for me. This saves me several hours of manual order entry each month.
I do have an issue with credit card payments since there isn't a way to assign the payment to my Undeposited Funds account and I have to manually update each sales receipt with this info to do batch deposits to match my auth.net settlements for the day. If you know of a work around I'd appreciate it. It may be something obvious I'm missing.
Customer names also come through a little strange in Last Name, First Name format on my printed sales receipts if it is a new customer that is added on the fly, but I'm learning to live with this in exchange for the time savings.
I tried to use the app for importing new products, but there are some fields missing in the mapping for inventory items so I use the built in QBO product import instead.
All in all, I feel the time savings I get is well worth the $25/month price.
June 10, 2013
Saves logging time
We use this app to import invoices data generated on our e-commerce site where we have a unique shopping cart.
We can upload hundreds of records in an instant which saves all the logging time that would have been required otherwise. The test as easy and straight forward and customization was easy.
June 5, 2013
Saves a lot of time, few limitations need a workaround
We are mainly using this app to import client invoices and bills from vendors, as well as matching processed credit card payments with outstanding invoices. We like in particular import of payments as it also helps to find out quickly human mistakes in the primary data entry, i.e. if pmt is not match, either order number is mistaken or not entered at all.
We have designed ourselves a few of macros to prepare data files to match the import templates.
In general, a very useful app, saving significant time, hope more options will be developed in the future. Slightly upset that use via Chrome browser is slower that other browsers, hope this will also improve
May 19, 2013
Making importing simple
We started using Transaction Pro Importer when we purchased a new company who had different accounting software than we had. This was software that was internally created so the challenge was to import the data from this system into ours easily and accurately.
We have found that it handles the invoice and payment transactions easily and lets us know if there are errors that we need to address. We have not found one error on the import.
It has saved me hours of time each month . I don't have to manually import detailed invoices and corresponding payments.
We first had to contact support to map our accounts appropriately and they were very helpful. I'm so glad we're using this great tool
May 10, 2013
Very limited functionality
When downloading transactions from a bank account, you have the ability to accept transactions and assign accounts. Unfortunately, this application doesn't allow these options and doesn't function in a similar fashion. Since you can't assign accounts or categories, it is basically worthless. I simply wanted to upload bank deposits, but I couldn't assign a category. It automatically assigned them into "Uncategorized Income", without giving me any options. It didn't meet my needs.
I would not recommend this application.
May 3, 2013