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Transaction Pro Importer 4.0.25


Description of

Transaction Pro Importer


The 01 Transaction Pro Importer (TPI) 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:File1. 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. Bills2. Bill Payments3. Checks (except payroll checks which are not supported by the QuickBooks SDK)4. Credit Card Charges5. Credit Card Credits6. Credit Memos7. Deposits8. Estimates (Quotes)9. Inventory Adjustments10. Invoices11. Item Receipts12. Journal Entries13. Purchase Orders14. Receive Payments15. Sales Orders16. Sales Receipts17. Statement Charges18. Time Tracking19. Vendor CreditsSupports the Following List Types:1. Accounts2. Customers3. Employees4. Items5. Item Groups6. Item Assemblies7. Other Names8. Price Levels9. VendorsSupports 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 ODBC4. 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 data2. Import Lists with custom fields in addition to transactions3. 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 totally 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 click7. Ability to skip transactions with reference numbers that already exist in QuickBooks8. Ability to send a default value (static value) to a QuickBooks field instead of mapping to a field in import file9. 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 files11. Ability to map columns and have them generated as new transaction lines12. Ability to Zoom the data grids to fill the entire screen13. New options to check for existing customers, vendors and items before import14. 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 software settings16. Windows 7 Ready17. 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


Published by: baystateconsulting.com
Downloads: 522
File Size: 7.3 MB
License: Shareware
Product Homepage: Visit baystateconsulting.com
Release Date: 30 November, 2012
OS: Windows
Download Location: Primary Download Link Broken? Report it!


Transaction Pro Importer 4.0.25 Download Tags:
import quickbooks    export quickbooks    quickbooks import    quickbooks export    quickbooks excel import    excel import to quickbooks    Import from excel to quickbooks    import transactions to quickbooks    import into quickbooks    importing into quickbooks

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