TransImporter4^© for QuickBooks Windows Desktop and
the TransImporterQO for QuickBooks Online.

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Import Transactions from Excel files into QuickBooks Desktop (Pro, Premier or Enterprise) or QuickBooks Online

Editions and Pricing (in US dollars)

STANDARD

Common to All Editions

Works with QuickBooks Pro, Premier and Enterprise Editions or QuickBooks Online Unlimited users Creates Invoices, Sales Receipts, Sales Orders1 or Estimates Create Time Tracking records (Time Sheets) Setup assistance via a remote session is included Supports Customer Payments linked to invoices From an Excel xls, xlsx, xlsb, csv or tab delimited text file Easy and flexible mapping of columns No IIF files No need for Admin or single user mode1 Can mark transactions that are pending1 Can create customers Log of added transactions, customers, etc. Can create items Can have up to 16 description fields grouped together but separated with a character. Supports custom fields for weight, location (i.e Bin #), etc.1 Can use columns A-AZ 1 License supports 1 QuickBooks Company (Diamond Edition supports Multiple QuickBooks Company).

For QuickBooks Windows Desktop $229+ $109/yr required annual renewal required after the 1st year For QuickBooks Online $222/yr – calculates to $19/mo

SILVER

Standard Edition functions plus Includes Accounts Payable Transactions (Bills, Bill Payments, etc). Can check inventory quantity on hand and reject line or order.1 Can lookup customer via account number.1 Lookup of Class, Items, etc. from a table. Customer Payments by Invoice number, amount, or autoapply1 etc. Can update customer’s information Creates Purchase Orders – coming soon for QuickBooks Online Supports multiple Journal Entries formats Can specify the Excel Sheet Name or number Can use columns A-CZ Can do Sales Transactions and Purchase Transactions in the same run (same rows) if file format allows.

For QuickBooks Windows Desktop $339+ $159/yr required annual renewal required after the 1st year For QuickBooks Online $272/yr – calculates to about $23/mo

GOLD

Silver Edition functions plus Match QuickBooks sub-items to QuickBooks full item name Duplicate Order # checking Customer Payments via multiple matching amounts Dynamic Transaction types on a row by row basis Folder monitoring – automatic importing if a file of a certain pattern has been added to a specified folde. FTP (File Transfer Protocol) so files can be downloaded from an FTP site FTP Monitoring every nn minutes for files that match a pattern to be downloaded and imported Profile (each profile is a separate set of settings). Special processing (i.e Reversal or charge via journal entry), etc1 Simple Parsing of cell data to extract parts of the data i.e from ‘Name:Customer Name’ only ‘Customer Name’ Can use columns A-IZ

For QuickBooks Windows Desktop $449+ $199/yr required annual renewal required after the 1st year For QuickBooks Online $322/yr – calculates to about $27/mo

 

Platinum

Gold Edition functions plus Group Expand (Expands the group to allow changing of prices, etc.). Not for QuickBooks Online Assembly Expand (Expands the group to allow changing of prices, etc.) Not for QuickBooks Online More to come

For QuickBooks Windows Desktop $559 + $249/yr annual maintenance required after the 1st

DIAMOND

Above functions plus Support for up to 5 QuickBooks companies (licensing).

For QuickBooks Windows Desktop $1259 + $429/yr annual maintenance required after the 1st For QuickBooks Online $882/yr – calculates to about $74/mo for up to 5 QuickBooks Online companies.

Cloud Ready

but you must check with your Cloud provider for what they support or use ours.

Download trial or production version 

Click here for instructions to download a trial or production version.

(Trial limited to 30 transactions, apx 40 rows per execution)

 

¹Not available on QuickBooks Online Edition

Non-Enterprise Editions are currently licensed by QuickBooks company name (unless otherwise stated). Therefore 1 license can be used for all users for a given QuickBooks Company.

 

   

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Currently licensed by QuickBooks company name (unless otherwise stated). Therefore 1 license can be used for all users for a given QuickBooks Company.