Transaction Pro Importer

Transaction Pro Importer Screenshot
  • Rating:
  • Version: 5.009
  • Publisher: www.baystateconsulting.com
  • File Size: 8.21 MB
  • Date: Dec 07, 2012
  • Price: $199.95
  • License: Free Trial Software
  • Category:
Transaction Pro Importer Download
Free Download Transaction Pro Importer 5.009

Transaction Pro Importer makes it quick and easy to import data from virtually any data source into QuickBooks. This includes Excel, text, Access and ODBC compliant databases. A simple Wizard interface takes you step by step through the process of selecting a file, mapping fields from this file to QuickBooks fields, and importing the data as transactions into a QuickBooks data file. Soon, with a just a few clicks - and no programming or complicated formats - you will be importing data from a variety of sources into QuickBooks.

Select a file source: TPI allows you to select either a:
File
1. Delimited Text Files (TXT, CSV, TAB, ASC file extensions)
2. Excel Files (XLS, XLSX, XLXM, XLSB extensions)
3. Access database (MDB and ACCDB extensions)

DSN (Data Source Name) - Advanced Users Only. A DSN allows TPI to connect to any ODBC compliant database that can be implemented as a DSN in Windows.

Supports the Following Transaction Types:
1. Bills
2. Bill Payments
3. Checks (except payroll checks which are not supported by the QuickBooks SDK)
4. Credit Card Charges
5. Credit Card Credits
6. Credit Memos
7. Deposits
8. Estimates (Quotes)
9. Inventory Adjustments
10. Invoices
11. Item Receipts
12. Journal Entries
13. Purchase Orders
14. Receive Payments
15. Sales Orders
16. Sales Receipts
17. Statement Charges
18. Time Tracking
19. Vendor Credits

Supports the Following List Types:
1. Accounts
2. Customers
3. Employees
4. Items
5. Item Groups
6. Item Assemblies
7. Other Names
8. Price Levels
9. Vendors

Supports the Following File Formats:
1. Excel (97/2000/XP/2003/2007/2010 formats)
2. Access databases (97/2000/XP/2003/2007/2010 formats)
3. SQL Server, mySQL, Oracle, or any database that can be read via ODBC
4. Delimited Text (CSV, TAB, Pipe)

Highlight of Features:
1. Use Excel, text, MS-Access or connect to any ODBC compliant databases like MS-SQL Server, mySQL and Oracle for your import file data
2. Import Lists with custom fields in addition to transactions
3. Strong validation before import: TPI sets all import data field lengths to the maximum allowed by QuickBooks. TPI also checks for fields to be in the proper format. This almost completely eliminates all data validation errors when importing the file into QuickBooks.
4. Transaction Log. Ability to log transactions to an output window that can be saved to a file. Failed transactions can be saved to a file and imported or entered manually.
5. Load and save unlimited map files for each transaction type.
6. SmartMap - maps fields by name with your import file with a single click
7. Ability to skip transactions with reference numbers that already exist in QuickBooks
8. Ability to send a default value (static value) to a QuickBooks field instead of mapping to a field in import file
9. Ability to use simple formulas to combine fields like first and last name into a single field.
10. Ability to set record terminators (CR/LF, CR, or LF) for text files
11. Ability to map columns and have them generated as new transaction lines
12. Ability to Zoom the data grids to fill the entire screen
13. New options to check for existing customers, vendors and items before import
14. Improved handling of errors returned from QuickBooks. For example, when adding a new customer and that customer already exists as a vendor, TPI 4.0 now adds a suffix to the new customer so it can be saved.
15. Extensive command line options to set virtually all program settings
16. Windows 7 Ready
17. QuickBooks 2011 Compatible including Enterprise 11*

Requirements:
* QuickBooks 2003 (US, CA), 2005 (UK, AU) or newer installed on the machine.
Limitations:
* Works only using the sample QuickBooks company files

The license of this software is Free Trial Software, the price is $199.95, you can free download and get a free trial.

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