Transaction Pro

Transaction Pro Importer/Exporter


4.5 / 5
19 reviews

Who Uses This Software?

Ideal for admins, bookkeepers, accountants or anyone that manages QuickBooks.


Average Ratings

19 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $12.50/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Transaction Pro
  • www.transactionpro.com
  • United States

About Transaction Pro Importer/Exporter

Easily import/export data into QuickBooks with this easy to use, customizable software. Whether your data is in Excel or Text format, this tool makes it quick and easy to import and export both transactions and lists. Import Bills, Bill Payments, Checks, Credit Card Charges, Credit Card Credits, Credit Memos, Estimates, Invoices, Journal Entries, Purchase Orders, Receive Payments, Sales Receipts, Time Activities, Customers, Vendors and Items to QBO from Excel or a CSV file.


Transaction Pro Importer/Exporter Features

  • Dashboard
  • ETL - Extract / Transfer / Load
  • Metadata Management
  • Multiple Data Sources
  • Web Services

Transaction Pro Importer/Exporter Reviews Recently Reviewed!


Transaction Pro Importer is an excellent bridging tool!

Apr 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We use a customized inventory control and oil reclamation software called E.A.S.E. and TPI allows us to import all of our financial data directly into Quickbooks. It was easy to install and set up. Customer support is great!

Cons: I keep having an issue with the product deactivating so I have to go in several times a week and reactivate the subscription. Sometimes this will occur multiple times within a day, sometimes it only happens every few days. When I reported this to TPI, I was told that it originally occurred due to a virus that hit their system but they had discovered the cause and it was being fixed. Like with most things in IT, technology is great... until it isn't.

Overall: Overall, this is a great product and I would highly recommend it.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Janetta,

Thanks for your review of Transaction Pro! We're happy to hear it's helping your bridge your software and QuickBooks! I will have someone from our Customer Success Team reach out to you about your issue.

Sincerely,
The Transaction Pro Team

Very Useful

Apr 12, 2019
5/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It exports all tickets with data of items to our online Quickbooks file.

Cons: When a glitch comes up, having to pay or have problem resolved causes our billing to fall behind for a whole week or more. I wish the customer service was free, as I had very small problems that could have been fixed within a minute phone call.

Overall: We at Castor Really enjoy the TPI. It is extremely helpful and useful for our billing function of our company. We have implemented it at our sister company and we are still working out glitches that we find with it being transported to Quickbooks (Categorization and Sales tax and Net Terms) But would recommend to anyone looking to save time on billing.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Kyrsten,

Thanks for your review of Transaction Pro! We're happy to hear you find it extremely helpful and useful!

Sincerely,
The Transaction Pro Team

Thank you

Apr 16, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: With TPI, basic data entry is completed in a very short period of time. This allows for more quality time for review work. Am very grateful to the genius and inspiration that came from the team that designed this software. I have also received fast and helpful support when I needed guidance.

Cons: Honestly, None!

Overall: This may be unique to me; I freelance and manage the Finance section alone. Hence with TPI, I am able to close the books on time and minimize errors with peace of mind. In 2015, when an upgrade was required for QuickBooks; 7 years of confidential partial data had to be moved from the AP to the Employees Section; Needed to use the Pro Exporter, then the deleter, then the Importer. Learnt of TPI then, and the project was successful; am very grateful to TPI ever since. At times, when I do run into problems while importing/exporting it's ALWAYS my error; usually due to a careless non-conformity in the templates etc; once the fields match, TPI is spot on in importing the data. Thank you very much; "T"ruly a "P"eace of "I"nspiration! :)

Vendor Response

by Transaction Pro on April 17, 2019

Hi Sushama,

Thanks for your review of Transaction Pro! We're happy to hear it's helping you close the books faster and minimizing errors!

Sincerely,
The Transaction Pro Team

Transaction Pro Has Decreased Work Time Exponentially

Apr 12, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Our company uses QuickBooks and this software works seamlessly to upload volumes of journal entries, bills, and invoices to our system in minutes, thus reducing labor hours and data entry errors.

Cons: It takes some time to get the spreadsheets set up properly to work with Transaction Pro. There is no live customer support to help you with this, only a forum. It is trial and error to get the process working and the error messages are difficult to understand.

Overall: The accounting team has 35 books for entities that we manage. Each entity is very complicated and requires enormous amounts of journal entries to be uploaded from a third party property manager. Prior to Transaction Pro, we were closing the books in 45 days. Now we do it in under 5 days.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Janice,

Thanks for your review of Transaction Pro! We're happy to hear it's saving you valuable time!
Sincerely,
The Transaction Pro Team

Great value, kinda quirky

Apr 15, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Transaction Pro allows you to take spreadsheet data and bulk import it into Quick Books. It's features include using simple formulas to combine data from 2 cells into one line; adding items to inventory; and including tax information. Once the data map is created it takes only a few minutes to import sales etc. Transaction Pro also has a pretty extensive knowledge base for setup, and troubleshooting.

Cons: Transaction Pro requires a Quick Books user with near admin level access to work properly. The field mapping is very specific, if you change your import columns, you have to make a new map from scratch.

Overall: Transaction Pro is great because it can be purchased out right and has a proven history of success. The program is lightweight and saves time. Since Quick Books doesn't have this option natively, Transaction Pro is the best 3rd party solution.

Vendor Response

by Transaction Pro on April 17, 2019

Thanks for your review of Transaction Pro! We're happy to hear you feel it's the best third-party solution for your needs!

Sincerely,
The Transaction Pro Team

This App is an Ecommerce Seller's Best Friend

Apr 16, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: With straightforward directions and spreadsheets, entering and importing all of my transactions into Quickbooks was extremely easy. Even if I made an error, whether in my addition on a line or if an item was not found in quickbooks, TI Pro alerted me, allowed me to correct it, and then import it without ever leaving the app. This is a huge time saver! Most apps make you correct YOUR spreadsheet on your computer, save, and then re-upload!

Cons: For me personally there were no cons in regard to the software. It integrated easily with Quickbooks Online and did exactly what it promised to do.

Overall: This app really has freed up time by taking tedious tasks such as entering sales one by one and importing just one sheet - one and done. When you have thousands of transactions to enter and you work alone you quickly realize just what a great deal and HUGE help this program offers. I literally can enter transactions in a week versus months. As an ecommerce business owner, I am always looking for ways to save time. Work smarter, not harder! I, for one, hate paperwork and data entry. I would rather spend my time doing what I love - designing and making jewelry!

I use the app for ALL data entry. Bills, Payments, Sales Receipts, Refund Receipts, Adding Customers, etc. With both low cost and ease of use you seriously can't go wrong with this app. I've used it several years in a row and will continue to do so!

Vendor Response

by Transaction Pro on April 17, 2019

Hi Heike,

Thanks for your review of Transaction Pro! We're happy to hear it's making your life easier and freeing up your valuable time!

Sincerely,
The Transaction Pro Team

Love Transaction Pro

Apr 12, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We use the software to import mass journal entries from a Concur data dump into Quickbooks. This process used to be agonizingly painful and now it takes no time at all. Using Transaction Pro has streamlined this process and saved us hours upon hours. The service team is always friendly, quick to reply and makes sure your problems are solved.

Cons: The software, while simple, can seem a little archaic at times and we had some difficulties when a new employee would start. The service team is outstanding so it outweighs any issues we had with the software itself.

Overall: Overall a 10 out of 10 timesaver. We know that there are many other benefits that we just have not had the chance of exploring yet, such as using it for payroll entries.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Tricia,

Thanks for your review of Transaction Pro! We're happy to hear it's streamlining your accounting process and saving you time!

Sincerely,
The Transaction Pro Team

Must have app in Quickbooks

Apr 04, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: This App streamlined uploading daily sales reports. By creating a spreadsheet template for all locations to use and set up the importer, one can then simply import the spreadsheets and transaction pro will read the data. There is some finagling to ensure you have the correct format ... seemingly across operating systems - windows to Mac there may be some discrepancy.

Cons: When upgrading to allow multiple users, additional users cannot access the app from the app list in quickbooks unless they are the initial owner of the app... so additional users have to sign in through intuit on the transaction pro website - unless possibly upgraded on Quickbooks? Though if you pay the extra price to upgrade the app, seems one should receive more benefit.

Vendor Response

by Transaction Pro on April 15, 2019

Thanks for your review of Transaction Pro! We're delighted to hear that it's help you streamline your work. I will have our customer support team look into your sign-in issue and get back to you.

SUPPORT: Thank you for bringing the access issue for additional users to our attention. Our development team will work with Intuit to see why it does not display within QBO apps for additional users. We always welcome all feedback!

Sincerely,
The Transaction Pro Team

Finance Controller

Apr 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like how easy it is to use. It makes our upload process seamless :)

Cons: If there is a break in our document, it causes the importer/exporter to not function properly. Sometimes I find the message confusing on what the causes are to fix.

Overall: We upload data from Google Sheets to produce invoices in QBO. I quite like the process, as it is very easy to use and saves me a lot of time trying to manually produce invoices.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Sharon,

Thanks for your review of Transaction Pro! We're happy to hear it's making your upload process seemless!

Sincerely,
The Transaction Pro Team

Transaction Pro Review

Apr 12, 2019
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Software works. It is able to transfer transactions into Quickbooks accurately.

Cons: Customer service is not so good. I should be able to email/chat/call online for support

Overall: I was actually setting up a new QB company for a client and was able to import invoices etc for the current year. It worked very well.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Josie Ann,

Thanks for your review of Transaction Pro! We're happy to hear it's working well for you to transfer transactions into QuickBooks! Please know that you can email our Customer Success Team anytime with your questions at support@transactionpro.com.

Sincerely,
The Transaction Pro Team

Great Product!!!

Apr 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I use this product on a weekly basis to import my invoices. The software is very easy to use and straight forward, which makes this task easier.

The software helps streamline by billing process.

Cons: I do not have anything that I like least about this software.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Charlene,

Thanks for your review of Transaction Pro! We're happy to hear it's streamlining your billing process!

Sincerely,
The Transaction Pro Team

Great Problem Solving Software

Apr 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Intuitive and easy to use. Solves our communication barriers between our proprietary software and QuickBooks.

Cons: Difficulty with upgrades to coordinate with QuickBooks. Difficulty to apply software to our cloud based environment and allowing all needed users. I wish I could purchase a version that would allow all employees to have access to it on their desktop, rather than having to purchase individual licences.

Overall: Transaction Pro Importer has caused my company to look at other system communication issues from a new perspective, and attempt to identify software that functions in a similar way because Transaction Pro Importer works so well for us.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Kristal,

Thanks for your review of Transaction Pro! We're happy to hear it's helping your software talk to QuickBooks!

Sincerely,
The Transaction Pro Team

great product

Apr 15, 2019
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Fairly easy to set up and works smoothly with importing deposits into QuickBooks

Cons: difficult to get a hold of a liver person

Overall: Its preventing us from manually entering deposits into QuickBooks. We work with business who have millions of dollars in deposits.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Julia,

Thanks for your review of Transaction Pro! We're happy to hear it's eliminating manual data entry!

Sincerely,
The Transaction Pro Team

My experience

Apr 13, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software is very easy to use. My clients have caught on quickly and that's a plus for my company in selling our product.

Cons: I wish I didn't have to schedule a time for support.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Annie,

Thanks for your review of Transaction Pro! We're happy to hear it's easy to use!

Sincerely,
The Transaction Pro Team

Makes Month End Closing Easier

Apr 13, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Imports invoices for faster payment processing

Cons: sometimes the import drops $.01 from the transactions so we have to review each imported transaction.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Karen,

Thanks for your review of Transaction Pro! We're happy to hear it's making your month-end processing easier and faster!

Sincerely,
The Transaction Pro Team

Review

Apr 15, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is very easy to use and very helpful.

Cons: Sometimes it can take much time to work.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Erika,

Thanks for your review of Transaction Pro! We're happy to hear it's very easy to use and helpful for you!

Sincerely,
The Transaction Pro Team

Great Product-Easy to Use

Apr 12, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: So many options for different types of formats to import.

Cons: mapping didn't automatically recognize same fields

Overall: I am using Transaction Pro to sync my 3rd party software with Quickbooks Online and it has been excellent. Once the mapping is saved the process only takes seconds.

Not My Favorite!

Apr 12, 2019
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: It occasionally moves things over to QB correctly.

Cons: It takes a very long time to transfer info, after 90 days the customer service is non-existent, the content received in QB is not correct and must be manually changed (which takes hours or days.)

Overall: We are trying to move time and expenses to QB, but it's not been a smooth process at all.

Vendor Response

by Transaction Pro on April 17, 2019

Hi Tammy,

Thanks for your review of Transaction Pro. I will have someone from our Customer Success Team reach out to you to address your concerns.

Sincerely,
The Transaction Pro Team

Love this product!

Apr 12, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It's easy to use and the customer service is great!

Cons: it was a little difficult to navigate the different products and plans offered.