Transaction Pro Importer
QuickBooks Awesome Add-on

Imports Excel or text files as transactions

• Do you have data in another application that you are manually entering into QuickBooks?
• Do you have repetitive entries each month that would be easier to edit in Excel then create in QuickBooks?
  

Easily import the following transaction types:
Bills, Checks, Credit Card Charges, Credit Card Credits, Credit Memos, Deposits, Estimates (Quotes), Invoices, Journal Entries, Purchase Orders, Receive Payments, Sales Orders, Sales Receipts, Time Trackings, Vendor Credits

The latest edition includes: 
Stronger validation before import: Sets all import data field lengths to the maximum allowed by QuickBooks; checks for fields to be in the proper format. Unlimited mapping files for each transaction type. Ability to skip transactions with reference numbers that already exist in QuickBooks Ability to send a default value to a QuickBooks field instead of mapping to a field in import file

"As a QuickBooks Advisor, I have used this application to start new QuickBooks files, import repetitive invoicing, import standardized month end journals, import transactions from websites and more.  Easy to use, even those who consider themselves  "technology challenged"  will be comfortable using this add-on to import data."
   Linda Saltz, CPA

Works with QuickBooks Pro, Premier, or Enterprise 2009, 2008, 2007, 2006, 2005, 2004, 2003.
Transaction Pro Importer - Purchase now
Cost is $199.95
 

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How your excel files should be set-up:  The Excel file is a flat file, with repeating data from common rows.

For example: You would like to import 2 invoices
Fields like the customer name and invoice number should repeat over and over again for the same transaction. See the example below.
 

This file has two transactions (1000, 1001) where transaction 1000 has two line items and 1001 has one line item. Note that the customer name repeats along with the matching order number and only the item, quantity, and price changes. It doesn't matter how many fields are in the import file, or whether or not the file has column headers for each field, as this software allows you to select just the fields you want to use for mapping to QuickBooks. In this example the file has field headers (Invoice Number, Customer, etc) but if the file doesn't contain field headers, the software would display default field headers as Field1, Field2, Field3, etc.

2. The file must be an Excel or text file. If it is a text file it must be delimited with either comma, tab, or pipe. A delimiter shows when one field starts and ends. The text file should also have a carriage return line feed, or ENTER key at the end of each line. This indicates that the row (record) is ending.

3. This software determines when a transaction starts and ends by the information mapped to the QuickBooks field RefNumber on the mapping screen. For instance, in the example above you would map the QuickBooks "RefNumber" field on the mapping screen to the Invoice Number Column. This would tell the import software that the first two lines which have the same RefNumber 1000 should be imported to the same invoice.

The transaction pro importer includes a sample file for each transaction type so you can try importing each of them into QuickBooks.