Wer nutzt diese Software?

Ideal for admins, bookkeepers, accountants or anyone that manages QuickBooks.

Durchschnittliche Bewertung

39 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 4 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4.5 / 5

Produktdetails

  • Startpreis 10,00 $/Monat
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
  • Training Live Online
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Transaction Pro
  • https://www.transactionpro.com
  • Gegründet 2001

Über Transaction Pro Importer/Exporter

Import data from any text or Excel file into QuickBooks. Export data when needed. Delete unwanted data. With just a few quick steps, Transaction Pro does it all and your QuickBooks data is synced in a snap! Import Bills, Bill Payments, Checks, Credit Card Charges, Credit Card Credits, Credit Memos, Estimates, Invoices, Journal Entries, Purchase Orders, Receive Payments, Sales Receipts, Time Activities, Customers, Vendors and Items to QBO from Excel or a CSV file.

Transaction Pro Importer/Exporter Funktionen

  • Dashboard
  • ETL – extrahieren / transferieren / laden
  • Internetdienste
  • Mehrfache Datenquellen
  • Metadata-Management

Die hilfreichsten Reviews für Transaction Pro Importer/Exporter

Transaction Pro Importer is an excellent bridging tool!

Bewertet am 12.4.2019
Janetta R.
Corporate Secretary
Umweltdienstleistungen, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall, this is a great product and I would highly recommend it.

Vorteile: We use a customized inventory control and oil reclamation software called E.A.S.E. and TPI allows us to import all of our financial data directly into Quickbooks. It was easy to install and set up. Customer support is great!

Nachteile: I keep having an issue with the product deactivating so I have to go in several times a week and reactivate the subscription. Sometimes this will occur multiple times within a day, sometimes it only happens every few days. When I reported this to TPI, I was told that it originally occurred due to a virus that hit their system but they had discovered the cause and it was being fixed. Like with most things in IT, technology is great... until it isn't.

Antwort des Softwareanbieters

von Transaction Pro an 17.4.2019

Hi Janetta,

Thanks for your review of Transaction Pro! We're happy to hear it's helping your bridge your software and QuickBooks! I will have someone from our Customer Success Team reach out to you about your issue.

Sincerely,
The Transaction Pro Team

Great Product! Increased Efficiency & Accuracy!

Bewertet am 26.4.2019
Francesca V.
Owner
Bau, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: See Positives Above.

Vorteile: The Transaction Pro Importer has helped us increase the efficiency of our staff incredibly. If we did not have it to use to import: Estimates, Purchase Orders and Pricing updates, I would need more staff to accomplish what I'm able to do with the number of staff we have now if it weren't for this product. It also keeps us from having too many people modifying a document, which has helped reduced our mistakes making us more accurate.

Nachteile: There is nothing I like least, so if I were to have a suggestion it would be a way to figure out who has which user on which computer. Bernadette in customer service has been extremely helpful with helping us figure it out, so that's been GREAT!

Antwort des Softwareanbieters

von Transaction Pro an 1.5.2019

Hi, Francesca!

Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is saving you time and that you are finding our customer support helpful!

Thank you

Bewertet am 16.4.2019
Sushama S.
Accountant
Elektrische/elektronische Fertigung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: This may be unique to me; I freelance and manage the Finance section alone. Hence with TPI, I am able to close the books on time and minimize errors with peace of mind. In 2015, when an upgrade was required for QuickBooks; 7 years of confidential partial data had to be moved from the AP to the Employees Section; Needed to use the Pro Exporter, then the deleter, then the Importer. Learnt of TPI then, and the project was successful; am very grateful to TPI ever since. At times, when I do run into problems while importing/exporting it's ALWAYS my error; usually due to a careless non-conformity in the templates etc; once the fields match, TPI is spot on in importing the data. Thank you very much; "T"ruly a "P"eace of "I"nspiration! :)

Vorteile: With TPI, basic data entry is completed in a very short period of time. This allows for more quality time for review work. Am very grateful to the genius and inspiration that came from the team that designed this software. I have also received fast and helpful support when I needed guidance.

Nachteile: Honestly, None!

Antwort des Softwareanbieters

von Transaction Pro an 24.4.2019

Hi Sushama,

Thanks for your review of Transaction Pro! We're happy to hear it's helping you close the books faster and minimizing errors!

Sincerely,
The Transaction Pro Team

PS - I love your TPI saying! :-)

Most convenient addon there is

Bewertet am 19.4.2019
Landon A.
President
Sportartikel, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I can't recommend this enough. I tell everyone I know that uses Quickbooks Online and if I do anyone's books for them, I make it mandatory that they subscribe to this tool. For my business, I simply could not get it done without this. When I purchase goods for resale, I will often have several dozen or even a hundred or more invoices per day from my distributor. Being able to simply import them from Excel saves me hours of time per day. I also used to let Authorize.net import my sales into Quickbooks, but it was clunky and didn't provide the details I wanted. Now I can import them this way and it is so much better.

Vorteile: It is super simple to use and has a lot of different options to accomplish your tasks.

Nachteile: A little slow on importing bills, but probably because it checks for duplicates.

Antwort des Softwareanbieters

von Transaction Pro an 24.4.2019

Hi, Landon!

Thank you for your review of Transaction Pro! We are happy to hear that you find Transaction Pro such a valuable tool! We appreciate your recommendations!

Sincerely,
The Transaction Pro Team

Very Useful

Bewertet am 12.4.2019
Kyrsten H.
Operations Manager
Bau, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
2 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
2 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We at Castor Really enjoy the TPI. It is extremely helpful and useful for our billing function of our company. We have implemented it at our sister company and we are still working out glitches that we find with it being transported to Quickbooks (Categorization and Sales tax and Net Terms) But would recommend to anyone looking to save time on billing.

Vorteile: It exports all tickets with data of items to our online Quickbooks file.

Nachteile: When a glitch comes up, having to pay or have problem resolved causes our billing to fall behind for a whole week or more. I wish the customer service was free, as I had very small problems that could have been fixed within a minute phone call.

Antwort des Softwareanbieters

von Transaction Pro an 17.4.2019

Hi Kyrsten,

Thanks for your review of Transaction Pro! We're happy to hear you find it extremely helpful and useful!

Sincerely,
The Transaction Pro Team

Lies weitere Bewertungen