Transaction Pro Importer - a Great 3rd Party App
I have seen a lot of questions in the forums over the years where people have asked if there's any way to import transactions into Quickbooks from an Excel spreadsheet. If using only Quickbooks alone to navigate a transaction import from a .xls or .xlsx file, this is not possible.
However, Transaction Pro Importer is a great 3rd party app that makes all the necessary .IIF conversions from your Excel spreadsheet in the background, allowing you to import any kind of transaction into Quickbooks.
Supports the Following Transaction Types:
- Bank Statements, Bills, Bill Payments, Checks, Credit Card Charges, Credit Card Credits, Credit Card Statements, Credit Memos, Deposits, Estimates (Quotes), Inventory Adjustments, Inventory Transfers, Invoices, Item Receipts, Journal Entries, Purchase Orders, Receive Payments, Sales Orders, Sales Receipts, Statement Charges, Time Tracking, Vendor Credits
Supports the Following List Types:
- Accounts, Customers, Employees, Items, Item Assemblies, Item Fixed Assets, Item Groups, Other Names, Price Levels, Vendors
Before I imported live data into my working copy of Quickbooks, I made a copy of my current QB file, re-named it as a TEST file, and did many imports and tests to see exactly how my Excel sheet had to be set up to get the results I wanted in Quickbooks after the import. I only had to make a few tweaks in my Excel file, which had come from another system, in order to make it work, and mostly required re-naming headings so they could be mapped to corresponding fields in QB. As I've mentioned on numerous occasions, this 3rd party software works brilliantly with Quickbooks and has saved me thousands of hours of manual data entry.
On top of that, it offers a very fair trial period so you can make sure that it meets your needs before you buy, and is reasonably priced as well. Check out the details below: