# Transaction Pro Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Transaction Pro Software - reviews, pricing plans, popular comparisons to other Integration products and more.

Source: https://www.capterra.com/p/184820/Transaction-Pro-Importer-Exporter

---

# 

 Transaction Pro Software Review 2026: Features, Integrations, Pros & Cons

Last updated on June 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Transaction Pro

## What is Transaction Pro?

Import data from any text or Excel file into QuickBooks. Export data when needed. Delete unwanted data. With just a few quick steps, Transaction Pro does it all and your QuickBooks data is synced in a snap! 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.

## What is Transaction Pro used for?

[Integration](https://www.capterra.com/integration-software/)

Overall rating

Based on 103 user reviews

Reviews sentiment

Positive

83%

Neutral

8%

Negative

9%

Starting price

$199

Per User, Per Year

Free trial  
available

Includes Free Version

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Our "Best of" badge program showcases products with the highest ratings...

Do you work for Transaction Pro?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://rightworks.com&name=Transaction Pro)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Transaction Pro

4.3 (103)

VS.

[### Zapier](https://www.capterra.com/p/130182/Zapier/)

[4.7 (3,057)](https://www.capterra.com/p/130182/Zapier/reviews/)

Starting Price

$199

Per User, Per Year

Starting Price

$29.99

Usage Based, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (103)

Ease Of Use

4.3 (3,018)

Value For Money

4.2 (81)

Value For Money

4.3 (2,329)

Customer Service

3.9 (78)

Customer Service

4.3 (1,990)

## Transaction Pro alternatives

[Albato](https://www.capterra.com/p/228273/Albato/)

[4.8 (405)](https://www.capterra.com/p/228273/Albato/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/228273/Albato/)

[ZappySys SSIS PowerPack](https://www.capterra.com/p/170286/SSIS-PowerPack/)

[4.8 (107)](https://www.capterra.com/p/170286/SSIS-PowerPack/reviews/)

Starting price

$1499.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/170286/SSIS-PowerPack/)

Highest Rated

[Make](https://www.capterra.com/p/154278/Integromat/)

[4.8 (407)](https://www.capterra.com/p/154278/Integromat/reviews/)

Starting price

$10.59

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/154278/Integromat/)

[eZintegrations](https://www.capterra.com/p/185812/eZintegrations/)

[4.7 (41)](https://www.capterra.com/p/185812/eZintegrations/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/185812/eZintegrations/)

[View all alternatives](https://www.capterra.com/p/184820/Transaction-Pro-Importer-Exporter/alternatives/)

## FAQs about Transaction Pro

Overview

### What problems does Transaction Pro solve?

Transaction Pro solves slow, error-prone accounting data entry by bulk importing and exporting QuickBooks transactions, journal entries, invoices, credits, and inventory updates from spreadsheets and other systems. Accountants, bookkeepers, finance teams, ecommerce operators, and migration consultants use it to speed month-end close, system conversions, and recurring integrations while reducing duplicate work and document-editing mistakes.

Answer based on 48 reviews

Overview

### Which roles and teams benefit most from Transaction Pro?

Transaction Pro is most used by accounting and finance teams, including controllers, accountants, bookkeepers, and finance directors, who need faster data imports, exports, and error correction in accounting records. Owners, CEOs, and operations managers benefit by streamlining back-office workflows, reducing manual entry, and improving reporting accuracy across daily transactions.

Answer based on 103 reviews

Overview

### What company size and industries is Transaction Pro built for?

Transaction Pro is built primarily for small businesses and accounting users, with 90% of reviewers from small companies and 26% in Accounting. It also serves bookkeepers, accountants, accounting firms, and QuickBooks administrators, with additional use in Retail at 6% and Computer Software at 5%, mainly for integration.

Answer based on 103 reviews

Features and Usability

### What are the key features of Transaction Pro?

Transaction Pro includes core data management features like dashboard access, reporting and analytics, and support for multiple data sources. Reviewers most often highlight data import, invoice import, transaction import, and transaction entry, plus QuickBooks integrations, saved field mapping, and batch processing for journal entries, bills, and customer billing.

Answer based on 48 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Transaction Pro starts at $99/month for the Essentials flat-rate plan and $199/year/user for Importer Only. The $299/year/user Importer/Exporter/Deleter Pro adds exports and deletes, while Growth is $299/month and Premium is $499/month. A free trial is available.

Answer based on 7 reviews

Integrations

### Which third-party tools and platforms does Transaction Pro integrate with?

Transaction Pro integrates with QuickBooks, including QuickBooks Desktop Premier, for importing checks, invoices, journal entries, and other accounting transactions. Reviewer feedback centers on QuickBooks connections, and the official catalog also lists QuickBooks as the primary third-party integration for moving data into accounting workflows.

Answer based on 18 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Transaction Pro?

Transaction Pro offers live online training and documentation, but onboarding is mixed. Users handling routine imports often get started quickly and find the interface fairly intuitive, especially experienced QuickBooks users. Nontechnical users, solo operators, and admins managing templates or complex mappings typically need more time, and some reviewers wanted stronger video-based training.

Answer based on 10 reviews

Getting Started and Support

### What customer support options does Transaction Pro offer, and how do users rate the experience?

Transaction Pro offers chat support. User experience with support is mixed: some users report fast, helpful guidance, friendly replies, and problem resolution, while others describe delayed responses, unresponsive chat, repetitive troubleshooting, and difficulty getting complex issues addressed, especially when setup, activation, or field mapping problems arise.

Answer based on 21 reviews

Bugs and issues

### Does Transaction Pro have bugs or setup issues?

Transaction Pro works well for many imports, but bugs, setup problems, and unclear errors are recurring concerns. Accounting teams and solo bookkeepers often mention activation trouble, upgrade issues, QuickBooks connection problems, and confusing validation messages, while others say the tool is stable once mappings, templates, and source data are configured correctly.

Answer based on 23 reviews

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Data Management

4.0 (5)

80.00% of 5 reviewers that rated this feature as important or highly important

Ability to handle large datasets

Dashboard

4.0 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Multiple Data Sources

4.8 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Allows users to manage data from a number of sources

Reporting/Analytics

3.3 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Transaction Pro 4 features

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Ability to handle large datasets

Allows users to manage data from a number of sources

View and track pertinent metrics to find patterns and gain insights from data

Features

4.2 (103)

4.2

Based on 103 reviews

## Pricing

Value for money

4.2 (81)

Free Trial

[View pricing plan details](https://www.capterra.com/p/184820/Transaction-Pro-Importer-Exporter/pricing/)

Importer Only

$199.00

Per User,Per Year

It includes:

-   Chat Support
-   Email Support
-   Unlimited Company Files
-   Unlimited Record Import

Importer/Exporter/Deleter Pro

$299.00

Per User,Per Year

It includes:

-   Chat Support
-   Email Support
-   Unlimited Company Files
-   Unlimited Record Delete
-   Unlimited Record Export
-   Unlimited Record Import

Essentials

$99.00

Flat Rate,Per Month

It includes:

-   200 Rows of Data Per Month
-   Admin Portal
-   Importer/Exporter
-   One QBO Company
-   Unlimited Users

Growth

$299.00

Flat Rate,Per Month

It includes:

-   3 QBO Company
-   Admin Portal
-   Importer/Exporter
-   Unlimited Rows of Data Per Month
-   Unlimited Users

Premium

$499.00

Flat Rate,Per Month

It includes:

-   5 QBO Company
-   Admin Portal
-   Email Support
-   Importer/Exporter
-   Online Chat
-   Unlimited Rows of Data Per Month
-   Unlimited Users

Value for money

4.2 (81)

4.2

Based on 81 reviews

## Support, customer service and training options

Customer Service

3.9 (78)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

3.9 (78)

3.9

Based on 78 reviews

## User reviews

Overall rating

4.3

Based on 103 reviews

Filter by rating

5(66)

4(20)

3(8)

2(1)

1(8)

Mentioned topic

Sorted by most recent

AS

Alan S.

CEO

Banking

### "Transaction Pro does not work as promised"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

December 12, 2025

Terrible. I could not activate the purchase on a weekend and needed the functionality they promised for a report for Monday so I bought the monthly license guided by their support. Then when I finally got it to work it did not map properly. Garbage.

Pros

Nothing. There is nothing to like as I was not able to use it as promised. I am now trying to cancel and hopefully get a refund. Very difficult to talk to someone.

Cons

The fields do not map correctly. It does not do what they promise. Customer service was not helpful.

Alternatives considered

[QuickBooks Online Accountant](https://www.capterra.com/p/229996/QuickBooks-Online-Accountant/)

Reasons for choosing Transaction Pro

I tried to do the task myself but transaction pro did not work as promised

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CO

Chloe O.

Admin

Accounting

### "Transactions at your finger tips "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 30, 2025

It’s better than any transaction app I use as it’s so fluent especially non English speaker

Pros

It does transactions in any of your languages at one instant

Cons

There is nothing I dislike, very fluent to use

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LH

Luke H.

Director

Business Supplies and Equipment

### "Software is OK, activation, licensing and ongoing support is poor"

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

February 25, 2024

My customer starting using Transaction Importer in 2010. Over the years they had to purchase a couple of upgrades because they changed computers (activating and licensing has always been tough). My customer uses the software twice a year to import data to QuickBooks. In late November 2023 they received a message saying their version would be discontinued at the end of the year (approx. 6 weeks away) and they could upgrade for free to the new version. The email was vague and never stated that the software would stop working and they thought it would be like when Microsoft discontinues a Windows version; it can still be used, but no support or updates will be provided. Then when they go to use the software in Feb 2024, it can't access the activation server. They have been shut down. So the perpetual license they purchased no longer works. I contacted support on behalf of my customer and requested that they honor the original free upgrade offer. They said they couldn't. I am extremely disappointed as the original email was sent in late November 2023 and by the end of January 2024 the old version was killed off, unable to use. As my customer only uses the software twice a year, they were caught out. Admittingly my customer should have paid more attention to the email, but the big disappointment here is the fact the old software was killed off so quickly with poor communication from Rightworks, and now my customer now has to buy it again. I will now be advising my other customers who use this software look at other programs as this situation should never happen.

Pros

Although somewhat clunky, it does what it says it does; i.e. import data to QuickBooks

Cons

Upgrade cost. All users are at high risk of the supplier discontinuing their product and blocking the software from accessing their activation server which instantly stops it from being able to be used.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

NO

Nikole O.

Financial Director

Religious Institutions

### "Does what it says it does"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

September 6, 2023

We had a few struggles in the beginning getting it set up between Transaction Pro's customer service and the credit card company we were able to get it to work.

Pros

We were able to import from our credit card transactions into QuickBooks. That saved us a tremendous amount of time.

Cons

Refunds or negative amounts need to be done separately because you can not import charges and credits at the same time.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LS

Loni S.

Controller

Restaurants

### "Transaction Pro"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 17, 2023

Overall, we've had a great experience with Transaction Pro. When we switched accounting software, Transaction Pro allowed us to export data from the old software to the new software so we could have the history and trends for reporting purposes.

Pros

Transaction Pro makes the process of importing data from one software to another very easy.

Cons

Formatting the data for imports can sometimes be difficult.

Reasons for choosing Transaction Pro

Easy to use and less expensive.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Peter H.

CEO

Computer Software

### "Transaction Pro"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

July 5, 2023

This product solved our need to pump transactions in an out of Quickbooks.

Pros

THis is one of very few software packages out there that allows you to interface to Intuit.

Cons

It took some learning to be able to use it effectively and the manual was not great.

Reasons for choosing Transaction Pro

We couldn't find any alternative.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JH

Jason H.

Manager

Telecommunications

### "No support and look for alternative options"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

May 5, 2023

Avoid dealing with this company at all costs

Pros

We unfortunately wasted $300 on this product as it wouldn't even map or products properly so had to find another solution.

Cons

They will not provide any refund and support expects you to troubleshoot the issues.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JF

Jack F.

Finance Manager

Financial Services

### "Useful for data imports"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

July 19, 2022

This software has allowed us to import data into QuickBooks in a much quicker way than the regular import tools that Intuit provide. Credit memos and supplier credits are supported, which makes entering large batches of these types very quick and easy to do compared to manual entry.

Pros

This software is good for importing data types directly into QuickBooks Online that are not supported officially (items like vendor credits and sales credits). There is a very simple guide to follow that indicates what fields in the excel worksheet relate to the data entry fields within QuickBooks

Cons

The ability to remove certain fields which arent required from the excel import templates would be useful as currently they are just having to be left blank and the file doenst look as clean as it could do. Not a big deal though as we have worked out what fields are required and just assigned them a different colour. The software is unable to import sales/bills transactions to a balance sheet GL account. When attempting to do this the software creates a new expense account but does not give the user any notice that this has happened. We discovered this when compiling our company month-end reporting and items were in an unexpected place. This should be fixed as it could lead to a significant problem.

Alternatives considered

[Business Importer](https://www.capterra.com/p/184214/Business-Importer/)

Reasons for choosing Transaction Pro

We tested both systems but Transaction Pro was easier to use

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LB

Loretta B.

Bookkeeper

Accounting

### "Essential!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

June 16, 2022

Pros

I use four different softwares to do my job. Two work flawlessly together, however, this product translates those so the four says virtually the same thing. This product is essential for me to do my work quickly, accurately, effectively and efficiently.

Cons

It doesn’t like fake emails. One of my biggest stumbling blocks in my job.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BW

Brett W.

Owner

Information Services

### "Accessing QB Data"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

5/10

November 10, 2021

Pros

It allows a very robust set of choices although they are not all easy to find and figure out

Cons

Not all the options/selections are easy to find

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

November 16, 2021

Brett, Many answers can be found in our Knowledge Base. If you can't find what you're looking for, leave a message in the chat or email us at support.transactionpro.com and we can point you in the right direction. Transaction Pro Team

[View all Reviews](https://www.capterra.com/p/184820/Transaction-Pro-Importer-Exporter/reviews/)

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