Transaction Pro Importer for QuickBooks Online
Be More Productive, Move Transactions in Minutes.
Easily import QuickBooks transactions or lists from any Excel or .csv file with Transaction Pro Importer for QuickBooks Online. Field-level mapping gives you complete flexibility and control over importing your data.
Export the Data Types You Use Most
Import Files Types
- Excel 2003 – Present including Excel 365 (.xls or .xlsx)
- Comma-Separated Value (.csv)
Transactions Supported
- Bank Statements
- Bills
- Bill Payments
- Checks
- Credit Card Charges
- Credit Card Credits
- Credit Memos
- Deposits
- Estimates
- Invoices
- Journal Entries
- Purchase Orders
- Purchases-- Cash
- Receive Payments
- Sales Receipts
- Time Activities
- Vendor Credits
Lists Supported
- Account
- Classes
- Customers
- Employers
- Locations
- Products & Services
- Vendors
Includes the Admin Portal
Run more efficiently with the Admin Portal, a dashboard for adding multiple companies and multiple users under one subscription.
Features & Benefits
- Validate Data Pre-import
- Save Import Log (Export or Email)
- Save Unlimited Field Maps per Import Type
- Check for Existing Accounts, Customers, Vendors, Products & Services, Locations, and Classes Pre-Import
- 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
- Share Saved Maps with Other Users
- US-based Customer Support