Transaction Pro Importer: A Case Study
Current Uses of Transaction Pro Importer
Bonnie has many clients that use QuickBooks and have a need for a reliable tool that will allow them to import their data easily into QuickBooks. Some of the many ways in which Transaction Pro Importer can transfer/import data include:
- Data conversion from other accounting software to QuickBooks, improving the range of data that can be imported beyond just lists.
- Ongoing import of transactional data, saving hours of time and improving accuracy.
- QuickBooks new file setups can easily be transferred to add opening Accounts Receivable and Accounts Payable balances.
- And countless other special projects to aid in the streamlining processes for internal staff and clients.
Benefits of Using Transaction Pro Importer
Below are specific examples of how Bonnie has helped her clients using Transaction Pro Importer:
- Case Study 1: A client in the construction industry needed to get a daily tally on their total costs (including labor costs) which were being tracked in another database. Bonnie, set up TPI for her client so that they could quickly import these costs on a daily basis and always know their total costs, per job, for business management purposes.
- Case Study 2: A client in the service industry has an SQL database where over thousands of invoices were generated monthly. 2 employees were re-keying these invoices in summary into QuickBooks monthly. Bonnie set up her client such that all transactions were imported into QuickBooks by TPI on a daily basis, thus saving her client 300 hours monthly.
What Differentiates TPI from other Import Tools
Bonnie has been working with QuickBooks and third party applications for many years. During this time, she has had the experience of working with many third-party import applications. Bonnie has indicated that TPI is her import tool of choice due to many factors including:
- Mapping is incredibly easy to use and all mappings are saved for future use.
- There are many options which are available which provide the customization required to use the spreadsheets as they arrive without extensive manipulation to fit the “rules” of the tool.
- Data validation is very powerful. It goes through your entire import file (pre-import) and gives you a line by line report on any data that needs to be fixed (pre-import). It is possible to make corrections right in the product without exiting, fixing the import file, and trying again.
- Detailed import logs with error messages that are clear and easy to understand
- Product support is thorough and prompt
Conclusion
Transaction Pro Importer is available as one of the many hosted solutions offered by Right Networks. You can read more about this product from the Right Networks Hosted Application Directory. If you are interested in adding this product to your subscription please contact Right Networks through your account management portal.
Bonnie J Nagayama has been focused on supporting Accountants and their QuickBooks® Accounting Software clients with practical solutions for financial and day-to-day operational issues since 1992. Her Controller background and CPA experience are a perfect blend to bridge the gap between what the client wants and what the Accountant needs. She understands both sides and can effectively use QuickBooks to provide a solution that works for each party. With the majority of her work coming as referrals from Accountants and other QuickBooks professionals, she serves as an Intuit Liaison for QuickBooks software, payroll, and merchant services. Her favorite consulting projects include QuickBooks set up/conversion, automating work flow, and troubleshooting. Bonnie is a Certified QuickBooks ProAdvisor, Advanced ProAdvisor, Intuit Solutions Provider, and is a member of the Intuit Trainers & Writers Network. Sign up for her free newsletter to learn more.
