- #Transaction pro importer free download pdf#
- #Transaction pro importer free download software#
- #Transaction pro importer free download download#
Transaction Pro Importer (TPI) proved to be the answer to their prayers. They were looking for a way to automate the data entry process from the Excel report into Quickbooks. The client was downloading an Excel report from Concur and then manually entering each check and related expenses into Quickbooks. After the client approved them, direct deposit checks were issued from within Concur. I came across the Transaction Pro Importer program while looking for a solution for a client who used the Concur Solutions website to track Rep expenses across the country. However, there is still no easy way to import transactions from Excel into Quickbooks. Quickbooks 2010 now allows you to add and edit lists in bulk with Excel, such as Customer lists, Vendor Lists and Item lists.
#Transaction pro importer free download software#
I am a Transaction Pro Consultants Network Expert, so feel free to shoot me an email if you have any questions about these products.Ĭontinuing on the topic of my previous column, 3 rd Party Software for Quickbooks, there’s another great utility I came across that allows you to import data from Excel into Quickbooks. Baystate Consulting, the company behind TPI, also has a Transaction Pro exporter program to pull data from Quickboo9ks into an Excel sheet.įor more information on the Transaction Pro products, visit my website. If you’re using Quickbooks Online, there is a Transaction Pro Importer for Quickbooks Online, as well. Then I use TPI to bring the data from Excel into a new Quickbooks company file. They continue to use TPI on their own to import future data exports into Quickbooks.įor clients switching from other accounting programs, we export their data from the other program into Excel. I set them up with Transaction Pro Importer, create a mapping to their Quickbooks accounts (which is memorized for continued use) and we import this data into Quickbooks.
#Transaction pro importer free download download#
They download these invoices and/or payments into an Excel report. I have several clients that use 3 rd party programs or have websites that handle invoicing. That’s why I usually turn to Transaction Pro Importer (TPI) to bring Excel data into Quickbooks. And if you’re using Quickbooks Online, your plum out of luck. And neither option allows you to import invoices, bills, journal entries, etc. Both options are limited in what data can be imported. The Accountants Editions of Quickbooks also allows us to import checks, deposits and credit card charges. You can cut & paste lists (customers, vendors, inventory items). While the newest Quickbooks desktop versions offer some options to bring spreadsheet data into Quickbooks, your choices are still very limited. Once the reader is created, all future orders in that format can be read with the same reader.įor more information on ScanWriter Quickbooks Edition,
Initially, you have to send each new form to ScanWriter to create a reader, a process that usually takes a day or two. Imagine pulling in a 5 – 10 page order in a few minutes, rather than having to manually enter each order line item. ScanWriter reads the purchase orders and imports them into QuickBooks as sales orders. I have one client that receives many of their orders by fax or email.
#Transaction pro importer free download pdf#
These templates can read the data from a PDF or scanned copy of your bank statement (left side, below ), credit card statement, etc and pull them into a spreadsheet format (right side, below), which you can review, before importing them into QuickBooks Bank Feed page.īesides bank statements, ScanWriter can also be used to read purchase orders, sales orders, vendor bills and other transactions to be imported directly into QuickBooks. ScanWriter software includes templates for most major banks and they can create a template if your bank isn’t already on their list. For example, older bank statements that can no longer be downloaded from the bank website. While many of us take advantage of the bank feeds in QuickBooks, there are some situations where we need to resort to statements to enter data. ScanWriter Quickbooks Edition from Personable – a great tool for grabbing data from a PDF file and importing it into QuickBooks (Pro, Premier, Enterprise or Quickbooks Online).