With the Transaction Importer you can import invoices, bills, estimates, purchase orders from text files (CSV) and Microsoft Excel quickly and easily into your QuickBooks company file with just a few clicks - Saving you hours in data entry and reducing costly mistakes.

How it helps you

• Saves you hours in entering transactions into QuickBooks.
• Automatically creates items, customers, jobs and classes if you haven’t got them set up in QuickBooks yet.
• Intelligently remembers how to import each transaction making, all you need to do is set it up and Transaction Importer does the rest.
• Wizard driven approach makes the whole process as easy as possible
• Supports comma, tab, and pipe delimited text formats
• Transaction Importer allows you to edit your data prior to importing it into QuickBooks.

What's new in version 2.0?

Based on feedback from our users we have added a host of new features to version 2.0, making it even easier to import transaction data into QuickBooks.  New features include

• Import a Tax Code on Accounts Payable transactions - you can now import a tax code with the following transactions Bill, Purchase Order, Cheque, Credit Card Charge, Credit Card Credit and Vendor Credit.
• Import the "Amounts Including Tax" flag - You can now import the Amount Including Tax flag on all transactions to tell QuickBooks whether the amounts that you are importing are either including or excluding tax, giving you extra flexibility and saving even more time.ore time.
• Save multiple transaction maps - Save unlimited map files for each transaction type, no need to reconfigure the mapping if you change it.  Just open the saved map and its there as you saved it.
• Support for Microsoft Excel files - You can now import Microsoft Excel spreadsheet files into QuickBooks including including csv and tab delimited files
• Improved import validation - We have improved the validation process to reduce the number of errors that can occur when importing data.  Field lengths have been extended to the maximum length supported by QuickBooks, improvements have also been made to process to verify that data is in the correct format for QuickBooks.
• Exception file for failed transactions - Ability to output unsaved transactions to an exception file. This exception file can then be used to re-import the failed transactions.
• Set a default value in the Transaction Importer - You now have the ability to set a default value to a QuickBooks field instead of mapping to a field in import file.
• Select a record terminator - Choose from three different record terminators of Carriage Return, or Line Feed (CR/LF, CR, or LF).
• Skip transaction already in QuickBooks - You now have the ability to skip transactions with reference numbers that already exist in QuickBooks, avoiding duplications during import
• Enable Credit Card Fields - you can now map and import credit card data for invoice and sales receipt transactions.
• ECommerce features - now you can add shipping, handling, discount, and sales tax fields to the transaction files as well as cater for data held in column format as well as rows.
• Easy to use import options screen - Now you have a easy to use options screen that allows you select how you want the Transaction Importer to verify, update and import transaction data into QuickBooks.  New import options include; enforce price levels when importing sales transactions, map customer name to account number on customer transactions etc..

How it works

1. Start the Transaction Importer and select the text file you want to import, the field delimiter (comma, tab or pipe), and the transaction type you wish to import. Press Next
2. You can now see the contents of the text file you are importing into QuickBooks. This allows you to check that the correct information is going to be imported.
3. Next map the text fields to the corresponding QuickBooks fields, this sets up and remembers the mapping for future transactions.
4. The Data Grid view shows you the data and corresponding mappings in QuickBooks and allows you to edit any data before it is entered into QuickBooks.
5. For new Items you select what type of item they are and accounts they should map to.  In the final stage QuickBooks validates the data saves the setting and imports the transactions into QuickBooks.

Supported transaction types

You can import data for the following transaction types:

• Invoices
• Sales Orders
• Estimates
• Adjustment Notes
• Sales Receipts
• Receive Payments
• Deposits
• Bills
• Purchase Orders
• Time Tracking
• Supplier Credits
• Cheques
• Credit Card Charges
• Credit Card Credit
• Journal Entries

How much does it cost?

A full one user licence (one installation per license) is $320 (inc GST).  Download and install the trial version. Once you are ready to make a purchase, sent us the serial number and we have received your payment we will send back the unlock code for your software.

Support

Free support is available, via the following options Zed Support

System Requirements

QuickBooks 2004 Pro to QuickBooks Pro 2007-08, Australia, New Zealand or Singapore version, Windows XP, Vista will be supported in 2008.