# Page 4 | Transaction Pro Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - Is Transaction Pro the right Integration solution for you? Explore 103 verified user reviews from people in industries like yours to make a confident choice.

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

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Transaction Pro

4.3 (103)

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

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Last updated June 10th, 2026

# Page 4 - Reviews of Transaction Pro

## Showing most helpful reviews

Showing 76-100 of 103 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

kG

karen G.  
Bookkeeper  
Food & Beverages  
Used the software for: Less than 6 months

### "Makes Month End Closing Easier"

April 14, 2019

5.0

Pros

Imports invoices for faster payment processing

Cons

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

Review Source

Response from Rightworks

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

GA

Gabriel A.  
Controller  
Staffing and Recruiting  
Used the software for: 6-12 months

### "EASE OF USE"

December 11, 2019

4.0

Pros

The software is very user friendly and has allow a seamless transition between softwares.

Cons

At this moment we do not have a feature that we least liked.

Review Source

Response from Rightworks

December 12, 2019

Gabriel: Thank you for your feedback! We are glad to hear that you are finding TPro to be a useful and time-saving application!

VC

VJ C.  
E-commerce Manager  
Retail  
Used the software for: Less than 6 months

### "Non Existent Customer Service"

June 29, 2021

1.0

Overall, the experience with the software has been disappointing. Due to poor customer service, we will opt for an alternate product.

Pros

Ability to import data from one platform to another. Works with Quickbooks (but some fields do not import correctly). Time saver (if issues resolved)!

Cons

Some data fields do not match properly during import. Main issue is with customer service. It you need assistance you will not receive it in a timely manner. Phone line is busy and chat service does not respond. It's been over 4 days and we have yet to receive a response. Overall, support is non existent.

Review Source

AT

Audrey T.  
Bookkeeper  
Accounting  
Used the software for: Less than 6 months

### "Invaluable tool"

April 19, 2019

5.0

Pros

Transaction Pro Importer/exporter has saved me a lot of time. Conversion clients are common in my world and this is the only tool I've found capable of carrying transaction level details across platforms.

Cons

Sometimes when requesting paid phone support, it can take a few days to get your appointment. This can be inconvenient, but is always worth the wait.

Review Source

Response from Rightworks

April 24, 2019

Hi, Audrey! Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is making data migration easier for you! Thank you for your feedback regarding paid support. We are working on increasing our staff to allow for shorter wait times. Sincerely, The Transaction Pro Team

DW

Drew W.  
Controller  
Individual & Family Services  
Used the software for: 2+ years

### "Great Choice"

December 11, 2019

5.0

Pros

This software is easy to use and compatible with multiple systems. I'm very pleased with the functionality.

Cons

I have no qualms with the software. It works as described.

Review Source

Response from Rightworks

December 12, 2019

Drew: Thank you for the feedback! We are glad to hear that you find our product easy to use and helpful!

DN

Divya N.  
Senior Finance Manager  
Retail  
Used the software for: Less than 6 months

### "Good Software"

December 16, 2019

5.0

Overall Good and user friendly software

Pros

Easy to upload and user friendly, will be able to create and update the data

Cons

When an error occurs, request to enchance the software , by Highlighting the error when we are not able to uplaod any data

Reason for choosing Transaction Pro

user friendly

Review Source

Response from Rightworks

December 19, 2019

Divya: Thank you for your feedback! We are glad to hear that you find Transaction Pro to be a user-friendly application. We are presently working on improving our error messages to assist our customers easier. Please email support@transactionpro.com with any specific error messages that you believe need to be updated.

TC

Tammy C.  
Accounting & Finance Manager  
Information Technology and Services  
Used the software for: Less than 6 months

### "Not My Favorite!"

April 12, 2019

1.0

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

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.)

Review Source

Response from Rightworks

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

KC

Krista C.  
Executive Director  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Love this product! "

April 12, 2019

5.0

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.

Review Source

Response from Rightworks

April 24, 2019

Hi, Krista! Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is has been a beneficial product for you and that you have found our customer service to be helpful! Thank you for your feedback regarding our products and plans. We welcome our customers' feedback and because of it, are looking at streamlining our products in the near future. Sincerely, The Transaction Pro Team

MK

Melvin K.  
Operations Manager  
Translation and Localization  
Used the software for: Less than 6 months

### "Still Getting to know the product "

December 11, 2019

4.0

Saves time and labor working on invoices Very efficient

Pros

\- Saves time importing invoices - Automatically directs invoices to the correct customer - Caters to our needs - Customizable - Easy to use and straightforward

Cons

\- Can't seem to keep track of invoices and payments in the account - But so far it's good - No complaints

Reason for choosing Transaction Pro

Recommended by another company

Review Source

Response from Rightworks

February 19, 2020

Melvin: Thanks for your review. Please do not hesitate to reach out to support@transactionpro.com if you have any questions about how TPro works.

SB

Steven B.  
Accounting Manager  
Consumer Services  
Used the software for: Less than 6 months

### "Easy but has limitations"

December 11, 2019

4.0

Allows us to do what QBO doesn't allow...which is being able to define custom imports/exports of data.

Pros

Easy to use and fairly quick to upload data.

Cons

Sometimes the upload doesn't work and has to be resubmitted. Limitations in defining the upload file or the download fields to use.

Review Source

Response from Rightworks

December 12, 2019

Steven: Thank you for the feedback! We are glad to hear that you are finding TPro to be an useful applications. If you are ever having issues with an upload, please reach out to support@transactionpro.com. We are always willing to help!

SL

Simon L.  
Account Manager  
Human Resources  
Used the software for: 6-12 months

### "Transaction Pro "

December 10, 2019

5.0

Great experience so far and like being able to import hundreds of postings in one go in a matter of minutes.

Pros

I like how easy it is to use and the fact that you can import hundreds of journals in a matter of minutes

Cons

The only thing that I dislike is not being able to reverse an import file once it has been imported.

Reason for choosing Transaction Pro

Transaction Pro was recommended to us by another company

Review Source

Response from Rightworks

December 12, 2019

Simon: Thank you for your feedback! I'm glad to hear that TPro is saving you time as it was intended!

SM

Sarah M.  
Accountant  
Accounting  
Used the software for: I used a free trial

### "Too cumbersome to set up"

December 6, 2019

3.0

Pros

I like the idea of having something that will communicate with QBO. I realize my hesitations with the software may be a QBO limitation and not with the solution itself.

Cons

It would be great to have the ability to load in account information with numbers or root information only.

Review Source

Response from Rightworks

December 9, 2019

That you very much for you feedback. We do have some cross reference options for importing transactions using vendor number, customer number, or SKU number. If you would like more information, please email support@transactionpro.com about this options.

AA

Anna A.  
Secretary/Treasurer  
Construction  
Used the software for: 1-2 years

### "saves me from headache"

December 12, 2019

4.0

Pros

Being able to enter multiple transactions with minimal clicks

Cons

Limitations of users - the multi-user package is not cost effective. I wish the base package allowed at least two users

Review Source

Response from Rightworks

December 13, 2019

Anna: Thank you for your feedback! We are glad to hear that Transaction Pro is a headache-saver for you!

SM

Sylvia M.  
Owner  
Accounting  
Used the software for: Less than 6 months

### "New User TPI"

December 6, 2019

4.0

I have only used TPI one time and there was a learning curve, and I still learning, but I can see its long-term benefit.

Pros

I liked the software because it saved me hours of time since I didn't have to manually enter massive amounts of date.

Cons

It's a little difficult to learn--and the window/fonts are VERY small.

Review Source

Response from Rightworks

December 10, 2019

Thank you for your feedback. We're glad to hear that you are liking Transaction Pro and finding it to be a time saver. Please do not hesitate to reach out to support at support@transactionpro.com if you have any questions.

KS

Karin S.  
Office Manager  
Events Services  
Used the software for: Less than 6 months

### "Time saving software"

December 6, 2019

4.0

Pros

It saves me time, so we don't have to manually input duplicate invoice data into QuickBooks Online

Cons

Input Errors and issues aren't the easiest to understand how to fix.

Reason for choosing Transaction Pro

It was recommended by our industry specific Point of Sale

Review Source

Response from Rightworks

December 9, 2019

Thank you for your feedback. We are working to update our error message to make them more user-friendly. If you have any specific error messages that you feel are unclear, please email them to support@transactionpro.com

LT

Lisa T.  
Bookkeeper  
Accounting  
Used the software for: 6-12 months

### "Excellent Product & Support Team"

April 23, 2019

5.0

Pros

The product is very user friendly and allows me to easily move data from client files to our company file. When I needed support the team was there, quick to respond and quickly assisted me in resolving my issue.

Cons

No negative issues with the software. Highly recommend

Review Source

Response from Rightworks

May 1, 2019

Hi, Lisa! Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is saving you time and that you find it user-friendly!

TLC

Tze Ling C.  
Lead Cloud Account Integrator  
Accounting  
Used the software for: I used a free trial

### "Good to use but improvement needed in import of data with existing customers/suppliers in QBO"

April 22, 2019

3.0

Pros

Able to upload the bulk data into QBO using transaction pro in few minutes.

Cons

Unable to detect the customers/suppliers name with similar name, and due to some spacing issue, it will auto-create new customer/supplier but unable to find the customer/supplier under "search" function in QBO.

Review Source

Response from Rightworks

April 24, 2019

Hi, Tze Ling! Thank you for your review of Transaction Pro! I'm glad that you are finding Transaction Pro to be a time-saver for you. Sincerely, The Transaction Pro Team

SA

Stephanie A.  
Owner  
Restaurants  
Used the software for: Less than 6 months

### "Unable to get it to work"

December 20, 2019

3.0

Planing on doing a one hour call to get it going after Christmas

Pros

If I could get it to do what it says it can do it would be great

Cons

Very hard to configure for first time use

Review Source

Response from Rightworks

December 23, 2019

Stephanie: Thank you for your feedback. I'm sorry to hear that you have been having some issues getting started with TPro. Be sure to check out our YouTube Channel at youtube.com/c/transactionpro for some tutorial videos as well as reaching out to support by emailing support@Transactionpro.com for assistance with any questions or issues.

EA

Erika A.  
Accountant  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Review"

April 15, 2019

4.0

Pros

It is very easy to use and very helpful.

Cons

Sometimes it can take much time to work.

Review Source

Response from Rightworks

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

SA

Sheffian A.  
Bursar  
Higher Education  
Used the software for: Less than 6 months

### "Transaction Pro - 1 Star"

December 16, 2019

1.0

It did not provide the promised solution for us - still doing manual transactions

Pros

The possibility proposed by our software developer

Cons

the actual functionality is limited based on our needs

Review Source

Response from Rightworks

December 19, 2019

Sheffian: Thank you for your feedback! We are sorry to hear that you have not found Transaction Pro useful. We would like the opportunity to work with you to see how Transaction Pro can meet your needs. Please email support@transactionpro.com and put "ATTN MICHELLE - REVIEW" in the header.

VR

Verified Reviewer  
CEO  
Computer Software  
Used the software for: 6-12 months

### "Usefull tool for invoicing "

April 23, 2019

4.0

Pros

very usefull to download several invoice at the same-time on Quickbooks

Cons

you cannot use it to delete a bench of invoice on Quickbook

Review Source

Response from Rightworks

May 1, 2019

Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is saving you time! Transaction Pro has a separate product for deleting transactions called Deleter. If you have any questions about Deleter, please email support@transactionrpro.com

VR

Verified Reviewer  
Owner  
Law Practice  
Used the software for: Less than 6 months

### "Favorable "

December 23, 2019

5.0

Pros

Ease of use. The interface was not complicated

Cons

Not sure it meets the requirements I need. Still testing the system.

Review Source

Response from Rightworks

January 2, 2020

Thank you for your feedback! I'm glad that you find TPro to be user-friendly. During your testing, please do hesitate to reach out to support with any questions by emailing support@transactionpro.com.

CW

Chris W.  
Owner/Bookkeeper  
Accounting  
Used the software for: Less than 6 months

### "Quickly convert files into QBO"

December 6, 2019

5.0

its been good.

Pros

I had a major clean up for a QBO client and this software made the transaction/conversion easy with the import tool features as well as the delete transaction feature. Saved a ton of time.

Cons

I haven't found any issues with it yet during the usage.

Review Source

Response from Rightworks

December 9, 2019

Thank you for your feedback. We're glad it was a useful tool in what sounds like a major project.

EH

Eileen H.  
Accountant  
Accounting  
Used the software for: Less than 6 months

### "Using Transaction Pro Importer"

December 17, 2019

5.0

Saves a lot of time knowing accurate information is being imported.

Pros

Easy to use once it's set up and saves a huge amount of time by getting transactions into Quickbooks quickly and accurately with the right amount of detail. You choose exactly which rows and columns in your spreadsheet you wish to import; you don't need a specific spreadsheet template.

Cons

Initially difficult to allow a different person in the company to use the software. (i.e. to transfer the user).

Review Source

Response from Rightworks

December 19, 2019

Eileen: Thank you for your feedback! We love to hear that Transaction Pro is saving you time by eliminating manual data entry. Please do not hesitate to email support@transactionpro.com any time that you need any type of assistance.

VR

Verified Reviewer  
Owner  
Construction  
Used the software for: Less than 6 months

### "Not for the beginner"

December 6, 2019

3.0

Once I learn I believe it will be great. I thought it would be much easier to learn.

Pros

Email support is quick and helpful. I got this software for importing credit card transactions, I have not been able to figure it out with out alot of help. So my suggestion is to make it more user-friendly,. Video support doesn't cover what I have to do.

Cons

Difficult to learn, not enough video support. I would hope that you work on the transaction part, some of us swipe our card often so more support for this is a must

Review Source

Response from Rightworks

December 20, 2019

Thank you for your feedback! We are continually working on increasing our Knowledge Base articles and our YouTube videos to make the learning curve easier for our customers.

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