Transaction Pro

Great Product!!!

Vorteile:

I use this product on a weekly basis to import my invoices. The software is very easy to use and straight forward, which makes this task easier. The software helps streamline by billing process.

Nachteile:

I do not have anything that I like least about this software.

Great value, kinda quirky

Kommentare: Transaction Pro is great because it can be purchased out right and has a proven history of success. The program is lightweight and saves time. Since Quick Books doesn't have this option natively, Transaction Pro is the best 3rd party solution.

Vorteile:

Transaction Pro allows you to take spreadsheet data and bulk import it into Quick Books. It's features include using simple formulas to combine data from 2 cells into one line; adding items to inventory; and including tax information. Once the data map is created it takes only a few minutes to import sales etc. Transaction Pro also has a pretty extensive knowledge base for setup, and troubleshooting.

Nachteile:

Transaction Pro requires a Quick Books user with near admin level access to work properly. The field mapping is very specific, if you change your import columns, you have to make a new map from scratch.

No support and look for alternative options

Kommentare: Avoid dealing with this company at all costs

Vorteile:

We unfortunately wasted $300 on this product as it wouldn't even map or products properly so had to find another solution.

Nachteile:

They will not provide any refund and support expects you to troubleshoot the issues.

Must have app in Quickbooks

Vorteile:

This App streamlined uploading daily sales reports. By creating a spreadsheet template for all locations to use and set up the importer, one can then simply import the spreadsheets and transaction pro will read the data. There is some finagling to ensure you have the correct format ... seemingly across operating systems - windows to Mac there may be some discrepancy.

Nachteile:

When upgrading to allow multiple users, additional users cannot access the app from the app list in quickbooks unless they are the initial owner of the app... so additional users have to sign in through intuit on the transaction pro website - unless possibly upgraded on Quickbooks? Though if you pay the extra price to upgrade the app, seems one should receive more benefit.

Great Tool

Vorteile:

I downloaded the Transaction Pro Importer/Exporter tool specifically to import payment transactions into QuickBooks. The tool dramatically reduced work time by automatically uploading the payment transactions directly to each customer.

Nachteile:

I have only used the tool for one feature which worked perfectly so I do not have any cons.