Business Importer

Great importer for QuickBooks and Xero

Kommentare: I was looking for ways to automate the import of POs, bills, and bill payments from our procurement software to different accounting packages for our customers. I've managed to set up the import to QuickBooks (both Online and Desktop versions) and Xero. The Customer Support team was very responsive and helped me a lot (thanks, [SENSITIVE CONTENT HIDDEN]!). There are also helpful guides and FAQs on their website.

Vorteile:

The configurations are quite flexible, it allows auto-creation of vendors, items, etc. It takes only a couple of minutes to do all the setup and create mapping templates for the different kinds of documents you need. The import works just fine and saves a ton of time.

Nachteile:

At first I faced an issue and wasn't able to import anything, but the support team figured out the reason and helped to solve it.

Brilliant addition to my QuickBooks Online toolbox

Kommentare: Our main use is for importing sales invoices from clients - far quicker to create a spreadsheet than capture manually. It is genuinely one of the few utilities I would recommend without hesitation, despite the cons.

Vorteile:

Really straightforward to set up and get going, with templates for uploading a large number of document-types from spreadsheets - a great time saver. If anything does go wrong then clicking one button reverses the upload. On the rare occasions when there is a glitch, the customer service team are great. Just spent a while on livechat with the representative who patiently went through the import file and spotted a well-hidden typo that my client had miscaptured. I had been through it carefully before contacting the Business Importer team so I was convinced it was a software error - glad I was wrong though because it's an outstanding utility.

Nachteile:

Exporting utility is an additional (one-off) cost. Upgrading costs aren't on a pro-rata basis - you just lose the subs on the unexpired portion of the previous package.

Business Importer Review

Kommentare: [SENSITIVE CONTENT HIDDEN] was great helping me re-configure my app. He provided clear and concise pictures and descriptions and was patient. I was helped right away and we got the problem solved within minutes.

Vorteile:

It imports easily into QBO and saves time and energy. I appreciate the automatic sync.

Nachteile:

I find it expensive for small businesses.

Great app and great customer service!

Vorteile:

I have been using Business Importer for quite some time now (over a year) and I have to say, it's an amazing app for Quickbooks. All the annoying things that Quickbooks can't do (mass uploads, mass deletions etc.) Business Importer does it for you. Also, the customer service team is great! They respond immediately and are able to solve fairly unique and complex issues. Rep. (the one I spoke to today) was great, and was very knowledgeable. He fixed the issues we had pretty quickly, which is always very much appreciated! Thanks rep.

Nachteile:

There are some minor UX changes that would be useful, like showing what file was uploaded in imports history - currently you have to click through each to figure out what was what.

Life Saver

Vorteile:

I work with a client that only works with Excel Spreadsheets to capture financial data. This app has been a life saver for me as far as time savings. Highly recommend.

Nachteile:

Occasional glitches when importing. Nothing detrimental.