* Works only using the sample QuickBooks company files * QuickBooks 2003 (US, CA), 2005 (UK, AU) or newer installed on the machine. QuickBooks 2011 Compatible including Enterprise 11* Extensive command line options to set virtually all program settingsġ7. For example, when adding a new customer and that customer already exists as a vendor, TPI 4.0 now adds a suffix to the new customer so it can be saved.ġ5. Improved handling of errors returned from QuickBooks. New options to check for existing customers, vendors and items before importġ4. Ability to Zoom the data grids to fill the entire screenġ3. Ability to map columns and have them generated as new transaction linesġ2. Ability to set record terminators (CR/LF, CR, or LF) for text filesġ1. Ability to use simple formulas to combine fields like first and last name into a single field.ġ0. Ability to send a default value (static value) to a QuickBooks field instead of mapping to a field in import fileĩ. Ability to skip transactions with reference numbers that already exist in QuickBooksĨ. SmartMap - maps fields by name with your import file with a single clickħ. Load and save unlimited map files for each transaction type.Ħ. Failed transactions can be saved to a file and imported or entered manually.ĥ. Ability to log transactions to an output window that can be saved to a file. This almost completely eliminates all data validation errors when importing the file into QuickBooks.Ĥ. TPI also checks for fields to be in the proper format. Strong validation before import: TPI sets all import data field lengths to the maximum allowed by QuickBooks. Import Lists with custom fields in addition to transactionsģ. Use Excel, text, MS-Access or connect to any ODBC compliant databases like MS-SQL Server, mySQL and Oracle for your import file dataĢ. SQL Server, mySQL, Oracle, or any database that can be read via ODBCġ. Checks (except payroll checks which are not supported by the QuickBooks SDK)ġ. Supports the Following Transaction Types:ģ. A DSN allows TPI to connect to any ODBC compliant database that can be implemented as a DSN in Windows. Access database (MDB and ACCDB extensions)ĭSN (Data Source Name) - Advanced Users Only. Excel Files (XLS, XLSX, XLXM, XLSB extensions)ģ. Delimited Text Files (TXT, CSV, TAB, ASC file extensions)Ģ. Select a file source: TPI allows you to select either a:ġ. Soon, with a just a few clicks - and no programming or complicated formats - you will be importing data from a variety of sources into QuickBooks. A simple Wizard interface takes you step by step through the process of selecting a file, mapping fields from this file to QuickBooks fields, and importing the data as transactions into a QuickBooks data file. This includes Excel, text, Access and ODBC compliant databases. Transaction Pro Importer makes it quick and easy to import data from virtually any data source into QuickBooks.
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