Transaction Pro Importer
4
5
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63
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
Makes my life easy!
We import from Practice Pay Solutions and it works every time!
May 2, 2013
Broken on Install
Threw a system exception as soon I tried to install the app and would not launch.
May 1, 2013
Saves us a ton of time!
We have been using Transaction Pro Importer for years now and I couldn't see life without it! We have a few clients where we have to do monthly journal entries that are very in-depth (and long) and automating it with TPI has been super easy and saves us a ton of time.
Did you know that journal entries can only have 100 lines? We do!
We've also done a few accounting conversions from different systems and this was only made possible with TPI. Like I said, I can't imagine life without it.
The system might not be completely intuitive for someone that hasn't done this sort of thing before - mapping accounts, etc, but I think they make it as accessible as possible and support always helps me out when I have an issue.
Love them!!
April 30, 2013
Huge time saver
We use TPI for importing 1000s of payroll journal entries per month into QuickBooks Online. I did plenty of testing, and it took very little effort on our part to get our data layout/content correct. The import error log really helps and it will import the valid records and omit the invalid ones so you only need to fix a few and import them once correct. It will also make sure the Journal Entry file balances before processing it. We're switching back to QB Desktop on a Terminal Server and I was delighted to hear that there is a Transaction Pro Importer that will replace the need to create IIF files, and allow me to use the custom GL export file already developed by our payroll vendor.
April 30, 2013
How can i integrate this third party software to my application??
I want to integrate this Transaction Pro Importer into my application, which has an export button upon click of that i would like to export my excel file(which has the lists) to my Quickbooks online Company data.
April 25, 2013
