Easy transaction importing with Transaction Pro

minute read

Last Updated September 19, 2023

Category QuickBooks


Easy transaction import

Easy transaction imports from CSV spreadsheet, Excel, and bank transactions 

Are you wondering how to import bank transactions into QuickBooks® Desktop or QuickBooks Online without doing hours of manual work or opening yourself up to making potentially disastrous errors? There is a way: Transaction Pro.

Easy to use and packed with functionality, Transaction Pro is the only solution you need to import bank transactions into QuickBooks Desktop and QuickBooks Online. Importing transactions manually is laborious work that deprives you of time to do more important things for your business. And seemingly innocuous typos and other simple errors can become a disaster when your books won’t balance or you can’t budget properly.

How do I import Excel files into QuickBooks? Transaction Pro! 

You might use Microsoft Excel to track critical metrics but use QuickBooks to keep your financial records in order. Each has its purpose, but the two don’t work together natively. Getting your information from Excel to QuickBooks isn’t easy. In fact, it might leave you asking the question, “Where can I find an easy QuickBooks Excel import tool?” Transaction Pro is the answer.

Say you need to import a spreadsheet into QuickBooks Online. You can easily import your spreadsheet into QuickBooks Online with Transaction Pro, which basically does the work for you so you don’t have to figure out how to import Excel files into QuickBooks on your own. The same holds true for QuickBooks Desktop.

After a very basic setup, Transaction Pro automates the process of performing a QuickBooks Excel import. No more risky typing required; data moves from Excel into QuickBooks without manual intervention.

Specifically, CSV files often cause problems in moving data from one application to another. That doesn’t have to be a problem anymore. Transaction Pro will enable a smooth QuickBooks import of your CSV file. So, if QuickBooks import CSV processes are giving you problems, you can stop worrying about it and let Transaction Pro take care of this task for you.

Excel templates are customizable for your business  

Transaction Pro makes bookkeeping even easier by giving you customization options you can tailor to your business. Transaction Pro gives you the power to configure your unique QuickBooks import template for your business needs. That means you can set up a predefined process for moving transaction information from another app, such as Excel, into QuickBooks.

That’s especially useful if, like most business owners, you’re moving the same types of data from an app into QuickBooks over and over again. For repeated imports, Transaction Pro lets you prepare an Excel template for your QuickBooks import. An Excel template for QuickBooks import is a game-changer for business owners looking to eliminate record-keeping errors and save time by ditching manual processes.

There is no other tool that can move bank transaction information and other critical data from Excel and other apps to QuickBooks as easily as Transaction Pro, which automates the process and lets you customize it for the needs of your business. Transaction Pro automates the manual work of transferring data, letting you get back to running your business.

Subscribe to our blog

Get Rightworks articles delivered straight to your inbox.