Transaction Pro Importer

Easily import transactions and lists from Excel into QuickBooks Online

By Baystate Consulting

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Plans start at $12.50/mo for unlimited imports. More plans available, visit our web site at or email for details. 30 day free trial available.

Pricing details

About this app

Transaction Pro Importer makes it easy to import many list and transaction types into QuickBooks Online from any text or Excel file. Field level mapping and ability to set default values for fields makes this a simple and powerful way to import data.

Easily Import Transactions from Excel or Text Files to QuickBooks Online

With over 10 million transactions imported with Transaction Pro Importer (TPI), you too can be importing your transactions and lists into QuickBooks Online in just a few easy steps. No matter what type of data you need to import, TPI makes it quick and easy. No complicated import templates; you define and save your own field mapping based on the import file you provide. TPI even validates your data pre-import and provides a log file after import.



Transaction Pro Importer 4.1 5 97 97
Works As Expected It works just like it says on the box. :) The interface is a little plain, but it is full of useful guidance and suggestions for formatting and uploading data into QBO. We used it successfully to migrate from Wave Accounting to QBO. October 15, 2014
This is THE must-have app for QBO I don't often give five-star reviews, but Transaction Pro Importer deserves one. I primarily use it to import sales receipts and journal entries from my clients' point-of-sale systems, and - coupled with a PDF to Excel converter - I use it to import pages of debit card transactions from one client's bank statement each month. I have also used it to import product lists when onboarding new clients. Each function is extremely easy to use, and on the rare occasion when I have run into a bump the support team has been quick to respond. TPI saves me hours each week and at least a full day each month, making the price more than reasonable. If you only purchase one app for QBO, make it Transaction Pro Importer! October 6, 2014
I tried the demo and was up and running in no time - I tried the demo and was up and running in no time - Bought the 1 year license the next morning. The support group helped me through some early issues. They did a great job. September 11, 2014
Terrible – does not work I've tried numerous CSV's and XLS files and nothing works. I only get an 'unspecified error'. I even tried to use the exact sample file they give you to see if anything could be imported. Same error. Doesn't work at all. September 6, 2014
Great Support for Import Issues! I was having an issue with my import into the new QBO. My Descriptions weren't copying over when I tried to invoice. The Support People at Transaction Pro Importer were awesome. My rep helped me through every step of the changes that needed to be made to my import. Even though I was constantly going back and forth with her on-line, she was always patient, understanding and extremely responsive. That really helped to make a very frustrating issue a lot less difficult to deal with. I would recommend the import option/app to anyone. Not only for the ease of use, but the excellent support and knowledge base of those you work with when there's a problem. July 30, 2014
Amazing Service and Features At first, I was having trouble uploading large data files, but Karen worked diligently to resolve my issues. She stayed helpful and available the entire time. I love Transaction Pro Importer because it saves me a ton of time. Thanks Karen!! July 30, 2014
Excellent Import Tool I have been using this import tool for a few years to import cash receipts snd bills. Effective easy processing with appropriate error messages when I make mistakes with account names. This allows the user to create the information in an excel spreadsheet and take advantage of that flexiblity prior to importing into quick books which is a real time saver. May 30, 2014
Works well for large volume imports I've been using it for over a year to import hundreds of invoices every two weeks and it has never failed me. Not the fastest app (takes about 4 sec/transaction) but much easier than creating them all individually by hand. Cost is very reasonable given the time it saves. Could use a few more bells & whistles (enhancements). The basic functionality is there and works well. May 20, 2014
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Support & FAQ

Support is available via email at
(781) 932-1133


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