TransImporterQO^© for QuickBooks Online.

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Import Transactions from Excel files into QuickBooks Online

Editions and Pricing (in US dollars)

Free 30 day trial – does not require credit card.
Full function trial but limited to 200 transactions or lines.

STANDARD

Common to All Editions

Works with  QuickBooks Online Is a Windows desktop applications so Windows is required (not a web app). Unlimited users Creates Invoices, Sales Receipts or Estimates Does NOT require header rows with column names 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 Some XML if can be opened by Excel are supported Easy and flexible mapping of columns No IIF files 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. Can use columns A-AZ Literals can be used in mapping to replace a column field. 1 License supports 1 QuickBooks Company (Diamond Edition supports Multiple QuickBooks Company).

Standard Edition $222/yr – calculates to  about $18/mo

SILVER

Standard Edition functions plus Includes Accounts Payable Transactions (Bills, Bill Payments, etc). 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 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.

Silver Edition $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

Gold Edition $322/yr  – calculates to about $27/mo

DIAMOND

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

Diamond Edition $882/yr – calculates to about $74/moFor Accounting/Bookkeeping firms and those within the same business. Not for franchisees within a franchise or buying clubs/groups.

Download trial or production version 

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

(Trial limited to 200 transactions or 200 rows per execution)

Non-Diamond 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.