Wir helfen Unternehmen seit 17 Jahren,
bessere Software zu finden
Transaction Pro
Was ist Transaction Pro?
Importiere Daten aus beliebigen Text- oder Excel-Dateien in QuickBooks. Exportiere je nach Bedarf Daten. Lösche unerwünschte Daten. Transaction Pro erledigt alles in wenigen Schritten und deine QuickBooks-Daten werden im Handumdrehen synchronisiert. Importiere Abrechnungen, Rechnungszahlungen, Schecks, Kreditkartengebühren, Kreditkartenguthaben, Gutschriften, Kostenkalkulationen, Rechnungen, Journaleinträge, Bestellungen, Verkaufsbelege, Zahlungseingänge, Zeitaktivitäten, Kunden, Lieferanten und Artikel aus Excel- oder CSV-Dateien nach QBO.
Wer verwendet Transaction Pro?
Ideal für Administratoren, Buchhalter, Wirtschaftsprüfer oder alle, die QuickBooks verwalten.
Du bist nicht sicher, ob Transaction Pro das Richtige ist?
Mit einer beliebten Alternative vergleichen
Transaction Pro
Weitere gute Alternativen zu Transaction Pro
Bewertungen über Transaction Pro
Transaction Pro
Kommentare: This product solved our need to pump transactions in an out of Quickbooks.
Vorteile:
THis is one of very few software packages out there that allows you to interface to Intuit.
Nachteile:
It took some learning to be able to use it effectively and the manual was not great.
In Betracht gezogene Alternativen:
Useful for data imports
Kommentare: This software has allowed us to import data into QuickBooks in a much quicker way than the regular import tools that Intuit provide. Credit memos and supplier credits are supported, which makes entering large batches of these types very quick and easy to do compared to manual entry.
Vorteile:
This software is good for importing data types directly into QuickBooks Online that are not supported officially (items like vendor credits and sales credits). There is a very simple guide to follow that indicates what fields in the excel worksheet relate to the data entry fields within QuickBooks
Nachteile:
The ability to remove certain fields which arent required from the excel import templates would be useful as currently they are just having to be left blank and the file doenst look as clean as it could do. Not a big deal though as we have worked out what fields are required and just assigned them a different colour. The software is unable to import sales/bills transactions to a balance sheet GL account. When attempting to do this the software creates a new expense account but does not give the user any notice that this has happened. We discovered this when compiling our company month-end reporting and items were in an unexpected place. This should be fixed as it could lead to a significant problem.
Software is OK, activation, licensing and ongoing support is poor
Kommentare:
My customer starting using Transaction Importer in 2010. Over the years they had to purchase a couple of upgrades because they changed computers (activating and licensing has always been tough).
My customer uses the software twice a year to import data to QuickBooks.
In late November 2023 they received a message saying their version would be discontinued at the end of the year (approx. 6 weeks away) and they could upgrade for free to the new version.
The email was vague and never stated that the software would stop working and they thought it would be like when Microsoft discontinues a Windows version; it can still be used, but no support or updates will be provided.
Then when they go to use the software in Feb 2024, it can't access the activation server. They have been shut down.
So the perpetual license they purchased no longer works.
I contacted support on behalf of my customer and requested that they honor the original free upgrade offer. They said they couldn't.
I am extremely disappointed as the original email was sent in late November 2023 and by the end of January 2024 the old version was killed off, unable to use.
As my customer only uses the software twice a year, they were caught out. Admittingly my customer should have paid more attention to the email, but the big disappointment here is the fact the old software was killed off so quickly with poor communication from Rightworks, and now my customer now has to buy it again.
I will now be advising my other customers who use this software look at other programs as this situation should never happen.
Vorteile:
Although somewhat clunky, it does what it says it does; i.e. import data to QuickBooks
Nachteile:
Upgrade cost. All users are at high risk of the supplier discontinuing their product and blocking the software from accessing their activation server which instantly stops it from being able to be used.
Importing Invoices Functionality Needs Improvement
Kommentare: When we used to import invoices, they'd auto populate the billing/shipping address with the customers info. We need this for sales tax purposes. Also, when we mark "taxable" on the import template, it doesn't register in QB, so we have to manually copy the billing address to the shipping address and then click on taxes to make the invoice show the correct sales tax amount. It's a lot of extra work and it's not scalable. When we get to higher volume or when we find a better solution, we'll have to switch away from transaction pro. I also don't like that i have to open a new browser in incognito mode for the app to work.
Vorteile:
Importing transactions into QB, a different template for different transactions. fairly intuitive to use.
Nachteile:
Not all fields are in the transactions are included on the template. Lots of functionality issues. have to open an incognito chrome window to use it while I have QB open.
Antwort von Rightworks
vor 5 Jahren
Thank you for your feedback. You should not have to open an incognito window and the addresses should still populate for you when importing an invoice. Please email support@transactionpro.com with these issues so that we may address them and work with you to resolve them so that Transaction Pro will be the time-saver that it was intended to be.
This App is an Ecommerce Seller's Best Friend
Kommentare: This app really has freed up time by taking tedious tasks such as entering sales one by one and importing just one sheet - one and done. When you have thousands of transactions to enter and you work alone you quickly realize just what a great deal and HUGE help this program offers. I literally can enter transactions in a week versus months. As an ecommerce business owner, I am always looking for ways to save time. Work smarter, not harder! I, for one, hate paperwork and data entry. I would rather spend my time doing what I love - designing and making jewelry! I use the app for ALL data entry. Bills, Payments, Sales Receipts, Refund Receipts, Adding Customers, etc. With both low cost and ease of use you seriously can't go wrong with this app. I've used it several years in a row and will continue to do so!
Vorteile:
With straightforward directions and spreadsheets, entering and importing all of my transactions into Quickbooks was extremely easy. Even if I made an error, whether in my addition on a line or if an item was not found in quickbooks, TI Pro alerted me, allowed me to correct it, and then import it without ever leaving the app. This is a huge time saver! Most apps make you correct YOUR spreadsheet on your computer, save, and then re-upload!
Nachteile:
For me personally there were no cons in regard to the software. It integrated easily with Quickbooks Online and did exactly what it promised to do.
Antwort von Rightworks
vor 5 Jahren
Hi Heike, Thanks for your review of Transaction Pro! We're happy to hear it's making your life easier and freeing up your valuable time! Sincerely, The Transaction Pro Team
