As businesses grow their workflow and process needs change. As a result, your company’s financial information and strategic data can easily get scattered. A powerful benefit of using QuickBooks is the ability to seamlessly integrate your data by migrating from a standard QuickBooks work flow to a third party “best-of-breed” app. Some “best of breeds” create an interface to QuickBooks desktop. However in recent years it has become more common to rely upon third-party tools to create an … [Read more...]
Data Mobility to Improve Productivity
In today’s digital world, small businesses have a variety of customer, vendor, employee, and financial data scattered through the ether. Customer data may be in a payment system, vendor data in a contract management app, employee data in human resources software, and financial data in a platform like QuickBooks Desktop or QuickBooks Online. At the same time, data is a burgeoning part of a small business or accounting manager’s responsibility. Whether it’s interacting with data to learn more … [Read more...]
Partner Spotlight: Kemper Technology Consulting
We recently had a request from a client with a large data file looking to fix an issue with transactions in their QuickBooks Desktop file. They found us from the Transaction Pro Partner network site and had emailed us a request as to if we could help them create a new QB file to fix a data problem. The client is a dental lab that has a custom billing application that sends transactions over to their QB file. They had been using it for a while and found errors in how certain transactions … [Read more...]
Transaction Pro Importer 7.0 for QuickBooks Desktop
Transaction Pro Importer 7.0 for QuickBooks Desktop is here! We've added new features since version 5.0 and version 6.0, including new fields on sales transactions, inventory adjustments, item lists, and customer lists. We have also improved performance and compatibility with Windows 10 and TLS 1.2. New features in Transaction Pro Importer 7.0 include: Windows 10 compatibility. Also supports Vista, Windows 7 and Windows 8. QuickBooks 2018 compatibility including Enterprise New … [Read more...]
Save time and get the job done with Transaction Pro for QBO
Here at Transaction Pro, we take pride that we save thousands of customers hours everyday. But, don't take it from us, read what our happy customers have to say: We've been using TPI for ages and not only does it make our work go faster but clients never failed to be "WOWed" by the capability the program affords us. Flexible (it can do an *insane* variety of transactions), affordable ... there's just too much to like here. You won't regret it. -Martin Until I found Transaction Pro … [Read more...]
The Top 3 Transaction Types to Import into QBO this Summer
Ready for that beach vacation but can’t find the time to get away? Transaction Pro saves thousands of QuickBooks Online users hours of time, every day! The top 3 transaction types to import this Summer are… 1. Credit Card Charges Save time on manual data entry. Simply download your transactions from your credit card company’s website, format your spreadsheet and import it into QuickBooks Online using Transaction Pro. 2. Journal Entries Need to add tax adjustments or depreciation … [Read more...]
How to Integrate Advisory Services and Attract Better Clients
As technology advances, automation is used for financial and accounting processes traditionally done manually. In response, accounting professionals are shifting roles—transitioning from task-oriented, compliance work to comprehensive strategic advising. An Accountants Today report says accounting professionals should skill upwards as technology becomes more sophisticated. By leveraging process automation for tasks like data entry and bookkeeping, you can become a trusted advisor. By becoming … [Read more...]
Exciting News! Transaction Pro has been Acquired by Right Networks
Right Networks, the leading provider of cloud-based accounting and business solutions for CPA firms, accounting professionals and small businesses, today announced its acquisition of Sarasota-based Transaction Pro, the leading provider of data import/export tools and services for the global QuickBooks user community. The acquisition extends the breadth of capabilities Right Networks can bring its customer base and furthers the company’s commitment to its industry-leading 3rd-party … [Read more...]
Advanced Inventory Imports into QuickBooks Enterprise
If you have QuickBooks Enterprise you can add a subscription to Advanced Inventory which will add the additional features listed below: FIFO costing Multiple location inventory (site) Bar code scanning Bin or lot tracking Serial or lot numbers You can read more on how to enable this feature on the Intuit Community. Also if you want to learn more about how to use Advanced Inventory in QuickBooks Enteprise you can watch a video on this feature by Hector Garcia. When … [Read more...]
How to Import Bills to QuickBooks Online
If you are looking for a fast an easy way to import bills into QuickBooks Online, if you haven’t already, take a free trial of our Transaction Pro Importer App. Tips and Tricks when creating your Import file and Transaction Pro Importer mapping: Each line of the same bill should have the same value on every line and map that column to the QuickBooks field, RefNumber, on the Transaction Pro Importer mapping screen. The App support both account numbers and account names. However, only … [Read more...]
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