From within the Transaction Pro Wizard, you can easily import QuickBooks transactions from any Excel, text file (such as a CSV or tab delimited file), Access, or any database that supports ODBC.
Easy configurable field level mapping gives you complete flexibility and control in importing your data. Transaction Pro will even enable you to edit your data prior to sending it into QuickBooks.
Supports the Following Transaction Types:
· Bills
· Bill Payments
· Checks (except payroll checks which are not supported by the QuickBooks SDK)
· Credit Card Charges
· Credit Card Credits
· Credit Memos
· Deposits
· Estimates (Quotes)
· Inventory Adjustments
· Invoices
· Item Receipts
· Journal Entries
· Purchase Orders
· Receive Payments
· Sales Orders
· Sales Receipts
· Time Tracking
· Vendor Credits
Supports the Following File Formats:
· Excel (97/2000/XP/2003/2007 formats)
· Access databases (97/2000/XP/2003 formats)
· SQL Server, mySQL, Oracle, or any database that can be read via ODBC
· Delimited Text (CSV, TAB, Pipe)
Take 01 Transaction Pro Import Wizard for a test drive to see just how useful it can be!
Requirements:
· QuickBooks 2003 (US, CA), 2005 (UK, AU) or newer installed on the machine.
Limitations:
· Works only using the sample QuickBooks company files
What's New in This Release: [ read full changelog ]
· Use Excel, text, MS-Access or connect to any ODBC compliant databases like MS-SQL Server, mySQL and Oracle for your import file data
· 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.
· 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.
· Load and save unlimited map files for each transaction type
· Ability to skip transactions with reference numbers that already exist in QuickBooks
· Ability to send a default value (static value) to a QuickBooks field instead of mapping to a field in import file
· Ability to set record terminators (CR/LF, CR, or LF) for text files
· Ability to map columns and have them generated as new transaction lines
· Ability...
