can you import transactions from excel to quickbooks

#CAN YOU IMPORT TRANSACTIONS FROM EXCEL TO QUICKBOOKS HOW TO#
#CAN YOU IMPORT TRANSACTIONS FROM EXCEL TO QUICKBOOKS MANUAL#

TPI also has a listing of consultants in their Partner Network so you can reach out to get customized support based on your businesses’ needs. Transaction Pro itself says that if you “Need help with mapping, email us your import file and we will do the mapping for you,” and the company blog offers tons of tips and tricks.

There’s also an online knowledge base available to all TPI for QBO users. If users run into trouble, what kind of support exists to help solve problems? The app comes with a help feature that includes videos to help get you started.

#CAN YOU IMPORT TRANSACTIONS FROM EXCEL TO QUICKBOOKS MANUAL#

Converting from other programs like Mint and Wave without manual entry.

Importing COA files, including those with subaccounts.

Importing journal entries from payroll providers.

Cross-referencing vendors and customers.

Other super-convenient powers it gives users include: Customers also love that they can access the app from any web browser. So what are the app’s best features, or the ones that people seem to appreciate the most? Multiple and flexible maps, default values, multiuser plans to name a few…. TPI provides a higher level of flexibility for integrating with QB. Firms and businesses of any size that need to convert from Excel can save a bunch of hassle by using the app. It will save you time and your sanity in equal measures.Įveryone wants something like this, but are there certain companies or users whose needs perfectly fit what TPI offers? If you’ve got apps that do not talk to QB and a loathing for manual data entry, you can definitely benefit from it. TPI is the workaround of choice for most data-shoving problems with QBO. You can also import journal entries from ADP payroll and solve countless other data incompatibility problems that would otherwise make you rip your hair out.

The app makes it possible to convert files from, say, a web store’s sales platform into QB data without spending millions of hours on data entry. We spoke with Transaction Pro to learn about how it works and its benefits.įirst off, what drives the need for TPI? If I’m a potential user, what’s my motivation? The most obvious answer is, “I hate data entry with a passion!” TPI lets it all happen automatically from Excel files, no manual entry required.

#CAN YOU IMPORT TRANSACTIONS FROM EXCEL TO QUICKBOOKS HOW TO#

Obviously an app like this has a lot of potential to make life easier, so let’s explore just what it can do and how to integrate it into QBO. Transaction Pro Importer (TPI) for QuickBooks Online is an app that lets you import all kinds of lists and transactions into QuickBooks from Excel spreadsheets.

Can you import transactions from excel to quickbooks