Ever find that your business needs the ability to import or export information between QuickBooks and Excel?
Of course, QuickBooks natively offers the ability to export any report to Excel, and does offer the ability to import customers, vendors, and items via Excel too.
But if you need more features, functionality, or control over moving information in and out of QuickBooks, you'll want to take a closer look at the Transaction Pro tools from Baystate Consulting.
TRANSACTION PRO IMPORTER AND EXPORTER
Baystate has created both a Transaction Pro Importer tool to take data from Excel or CSV files and import it into QuickBooks. Their Transaction Pro Exporter program moves data the other way - from QuickBooks to Excel or CSV files.
What type of information are we referring to here?
This is just a short list of the information you can move between QuickBooks and Excel:
- Customer lists, vendor lists, chart of accounts
- Item lists (including inventory assemblies!), fixed asset lists
- Groups and price level lists
- Item receipts, purchase orders, bills, bill payments
- Sales orders, sales receipts, estimates, invoices
- Much, much more...
FREE TRIAL IS AVAILABLE
Care to try before you buy? Fully functional demos of both the Transaction Pro Importer and Exporter tools are available (there are limitations on the number of items you can import/export in the trials of course).
I have found the Baystate team to be exceptionally responsive and helpful to customer inquiries, and they have a very helpful support forum as well where folks can exchange ideas and get questions answered.
Hope you find these tools to be great additions to your tool kit...