Are you facing a problem while importing, exporting, and updating QuickBooks data that is present in the report? You can use the transaction process, which is a new, advanced software that is really beneficial for your working process. This software is now becoming more famous among QuickBooks users. This software mainly uses the Microsoft Excel, TXT, or CSV format to export data to other QuickBooks applications. If you are interested in knowing all the benefits of transaction pro, then this article is for you. In this blog, you will get all the ideas about the transaction pro and why they are essential.
What is Transaction Pro?
Transaction pro is an advanced software that is used by small or mid-sized businesses to import, export, and update the data that is stored in their QuickBooks software. You can use this advanced software to import data like invoices, bill payments, credit card charges, order purchase sale receipts, employee working hours, and important transaction data that is really very essential for creating a proper report.
This software can be used in both the QuickBooks Desktop and QuickBooks Online applications. Here, the data will be exported to the other QuickBooks application user, but in a different format, like Microsoft Excel, a TXT file, or a CSV format. This software will really help you to enhance the workflow process by using it in the QuickBooks application.
What are the Benefits of Transaction Pro?
Transaction pro provides a lot of benefits for the accountant and bookkeeping manager of the business to enhance its production process. Some of the other benefits of this software are.
Save Time
Transaction pro has an advanced feature for automatic data collection. Using this feature, the transaction data will be automatically collected in the business record, which saves so much time of the business. It reduces the human error that is mainly faced when the transaction data is entered manually. The savings can be used by the accounting team to make some necessary decisions for the business.
Instant Data Importing
If we integrate the transaction pro software with the QuickBooks application, then it can easily import and export all the data in the form of CSV, Excel, TXT, or other supported formats, so that it can complete the import and export process instantly.
Customer Support Executive
It provides a direct talk to the expert team by call, email option so that the employee, business partner, or other beneficiary can call or message them and ask about any problem that they face during the working process.
Product Importing
While importing the product detail, if a product is not mentioned in the QB report. Then it will automatically create a new box to store the product details. If detail is present, then it will add to the product there.
Remove Wrong Data
A transaction helps the user to have a proper look at all the transaction data that is recorded. You can now easily check for the useless data that has no use for the production process and takes up space. Remove all this data so that you can free up the space and store all the necessary data in the report.
Save Money
Because of the automatic collection of data into the report. It can reduce the cost of manually entering the data in the report and save the company file from manual errors.
Useful Tools
It consists of so many advanced tools that will help you learn about the forum or website creation process that is required in a business. You will get a monthly newsletter and create full process training by experts in video format.
Security Feature
Every user wants a safety feature during the importing and exporting of data in the QuickBooks file. If you are using the transaction pro application to import the data, then you have to first verify yourself, and then you can import data. This helps to reduce unauthorized access to the important data and documents of the business.
Pricing of the Transaction Pro Plans
The transaction provides some useful plans that will be beneficial for your business. You have to select the plan that is required for your business process.
| Transaction Pro Plans | Cost |
| Trial for 14 Days With Experts | Free of Cost |
| Import and Export of data in QuickBooks Online | Per Year $100 |
| Import, Export, and Update Pro of data in QB Online | Per Year $250 |
| Import, Export, and Update Plus of data in QB Online | Per Year $400 |
| Only Import in QuickBooks Desktop | Per Device $249 |
| Import, Export, and Update the Pro of data in QB Desktop | Per Device $499 |
| Import, Export, and Update Plus of data in QB Desktop | Per Device $499 |
How Transaction Pro Works With QuickBooks
The Transaction Pro integrates with the QuickBooks application to enhance the production process. Here you can learn how the integration process works with the QuickBooks application for business.
QuickBooks Integration
Integration of the transaction pro with the QuickBooks application will help to automatically import all the data from the QuickBooks application.
Importing Format
Now choose a perfect importing format that can help in importing the data. Some of the formats, such as CSV, Excel, and txt, are best for importing data in a perfect order.
Choose Template
Try to use a template file for importing the data. The earlier created template will be the better choice for the instant importing process.
Reduction of Error
Transaction Pro will help you to properly check the data if it is present, and then correct it to get accurate data. This accurate data can be used to import and export to other QuickBooks applications.
Conclusion
After reading this blog, I am sure that you know that the benefit of Integrating Transaction Pro with the QuickBooks application is really a nice idea for proper data import and export. It will help you get exact data for the proper accounting process in the QuickBooks application.