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Import transaction or list data to QuickBooks from Excel, databases or text files.

Save Time by Entering Data Once – Save time by eliminating data entry from orders gathered from web sites or other sources.
From within the Transaction Pro Importer, you can easily import QuickBooks transactions or lists from any Excel, text file (such as a CSV or tab delimited file), Quicken, MS-Money, Access, or any database that supports ODBC. Easy configurable field level mapping gives you complete flexibility and control in importing your data. Transaction Pro will even enable you to edit your data prior to sending it into QuickBooks.

Want an easy way to import your transactions or lists into QuickBooks?

The Transaction Pro Importer is the solution you’ve been looking for. Wizard interface provides simple step-by-step instructions and field-level mapping of your data. Quickly import data from virtually any source as QuickBooks transactions or lists. Automatically adds new customers, vendors, jobs, items, and classes when importing transactions. The Transaction Pro Importer supports Excel, Access, databases or comma, tab and pipe delimited formats. Edit existing data before importing to QuickBooks in program grid.

Feature Overview

  • Strong validation pre-import
  • Translate columns as data rows
  • Transaction logging
  • Cross reference account numbers for names
  • Load and save unlimited field maps per import
  • Import custom fields on transactions or lists
  • Match fields by name
  • Payee alias matching
  • Skip or replace existing transactions
  • Extensive command line interface
  • Set default values or formulas when mapping
  • Dozens of user settings and options
  • Check for existing customers, vendors, employees or accounts before importing

Import File Types Supported

  • Excel 97 – 2010 (.xls, .xlsx, .xlsb, .xlsm)
  • Text CSV, tab and pipe delimited (.txt, .csv)
  • Quicken (.qif), Microsoft Money (.ofx)
  • ODBC compliant databases

Transactions and Lists Supported
With Baystate Transaction Pro Importer, there are dozens of transactions and lists supported. They include the following: Accounts, Employees, Price Levels, Bank Statements, Estimates, Purchase Orders, Bills, Inventory Adjustments, Bill Payments, Invoices, Sales Orders, Checks (non-payroll), Item Assemblies, Sales Receipts, Classes, Item Fixed Assets, Statement Charges, Credit Card Charges, Item Receipts, Time Tracking, Credit Card Credits, Item Groups, Vendor Credits, Credit Memos, Items, Vendors, Customers, Journal Entries, Deposits, as well as other names.