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Level 2

Improving process and maximizing imports with Transaction Pro Importer.... or not!??

So, I've purchased the above APP recommended by Quickbooks yesterday to integrate with my Quickbooks Pro Desktop.

 

I haven't been able to install it. There's no phone numbers to call. I've submitted a ticket yesterday and all I've gotten is 3 back and forth emails about "try this" and then when that doesn't work "try that"... nothing has worked. Today we are now midday, I still don't have the tool working and I have NOT heard from them. I asked them why can't they do a remote session and just fix it and since then I haven't heard a thing... 

 

At this point, I feel like I need a refund from TPI and need to look for another application that will allow me to upload/import to Quickbooks 500-600 invoices at the time that are single line invoices. It shouldn't be that complicated... I already have the information on excel. I just need a way to upload it.

 

Anyway guys... sorry... I'm frustrated, I need to get this done and move on to something else... and at this point I'm not sure what to do?

 

I was so excited about this possibility...

 

Thanks for letting me vent...

 

 

 

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Best answer 01-15-2020

Best Answers
Level 4

Improving process and maximizing imports with Transaction Pro Importer.... or not!??


@DirofFin19 wrote:

if I can't even get the application to install and work unfortunately. 


The installation process should be easier and less complicated than QuickBooks Desktop. If you are not lucky with TP, go to the other app as I mentioned above.

View solution in original post

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Level 4

Improving process and maximizing imports with Transaction Pro Importer.... or not!??

Did you visit these resources?

https://transactionpro.grsm.io/qbd

https://support.transactionpro.com/kb/section/56/

 

Don't forget to prepare your data in their template prior to import them into QBD. If you are not familiar with the process yet, open a dummy file with your current COA and lists.

 

Another importer tool for your reference

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Good luck!

 

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Level 2

Improving process and maximizing imports with Transaction Pro Importer.... or not!??

Thanks. I went through a lot of their "fix" ideas but nothing has worked. I'm not going to spend time working on formatting my data within their parameters if I can't even get the application to install and work unfortunately. It's very disappointing. I had high hopes for this app.

Level 4

Improving process and maximizing imports with Transaction Pro Importer.... or not!??


@DirofFin19 wrote:

if I can't even get the application to install and work unfortunately. 


The installation process should be easier and less complicated than QuickBooks Desktop. If you are not lucky with TP, go to the other app as I mentioned above.

View solution in original post

Highlighted
Level 2

Improving process and maximizing imports with Transaction Pro Importer.... or not!??

It took a whole week but as of today, we finally have a solution and it's working!!!!

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