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Transaction Pro Review

Transaction Pro
Our score: 8.0 User satisfaction: 97%

What is Transaction Pro?

Transaction Pro is an accounting software that aims to revamp data entry by streamlining the workflow involved in importing, exporting, and deleting transaction information used in QuickBooks. In line with this goal, Transaction Pro offers both desktop and online platforms to suit various business needs.

As the platform is specifically made for accountants and bookkeepers, Transaction Pro offers a unique set of features that has the potential to ease the workflow involved in using QuickBooks. This integration along with the tools that Transaction Pro offers are meant to reduce the time needed for data entry.

Transaction Pro is meant for those who are looking for a more streamlined and digitized method of handling transactions and expenses records. Through both the desktop and online versions of the platform, users may gain the opportunity not only to become more efficient but also to improve business performance.

Overview of Transaction Pro Benefits

QuickBooks Integration

Considering how QuickBooks is a platform that is used by millions, Transaction Pro’s integration with the software means that users can enjoy the benefit of using both while still being able to maintain organization, streamlining, and automation. Transaction Pro is capable of eliminating any data duplicates, exporting data lists and files, and deleting incorrectly imported data. These functionalities were developed in such a way that it considers the data in your QuickBooks account thereby allowing it to sort through duplicates, access all files from both platforms, and clean up company storage.

Extensive Importer, Exporter, and Deleter Tools

Beyond the integration with QuickBooks, Transaction Pro offers a wide range of tools meant for improving the experience of moving data in and out of both platforms. Importer tools include validating the data pre-import, setting default values when mapping, cross-referencing transaction lists, and scheduling import, among many others. Meanwhile, Transaction Pro Exporter includes selecting data columns to export, adding user-defined fields, exporting transactions via paid status, and scheduling export in the package. Finally, Transaction Pro Deleter can conduct batch cleanups of data, remove duplicates and inaccurately imported data, and preview all data before it is deleted.

Transactions and Files Supported

Aside from its integrations and functionalities, Transaction Pro also offers a long list of transaction types that are supported by the platform. From bills and checks to time-tracking and transfer transactions, the platform will likely be able to handle most of the expense management that business owners encounter on a day-to-day basis. Furthermore, Transactions Pro also offers some versatility when it comes to the file types that it can use, handle, and support. For instance, the desktop version of the platform can support the import of Excel, .TXT, Quicken, Microsoft Money, Access, SQL, and ODBC Compliant Databases. On the other hand, exporting can yield Excel, .CSV, and .TXT files.

Overview of Transaction Pro Features

  • QuickBooks integration
  • Excel, .CSV, and .TXT import and export compatibility
  • Custom import and export workflows
  • Mapping
  • Batch delete
  • Data Filtering
  • Desktop and online version

What Problems Will Transaction Pro Solve?

Problem #1: For most accountants and bookkeepers, importing transactions into QuickBooks can be a tedious process especially if the standard operating procedure requires manual data entry.

Transaction Pro offers a concrete solution to this problem by eliminating the need for manual data entry. Users will only need to select the transaction type, modify the options, and map their fields, which would then trigger the import and entry of thousands of transactions.

Problem #2: Similar to the process of manual data entry, identifying and exporting relevant data for reporting can also be time-consuming and exhausting.

Transaction Pro solves this problem by including exporter tools in the package. These tools can be used to set the default values for exporting, rearrange column orders, or rename column headers prior to export. In so doing, exporting data for reporting or migrating it to another QuickBooks company can be expedited.

Problem #3: Accountants and bookkeepers face insurmountable challenges when there is a need to sort, delete, or cleanup data. The manual method would involve going through thousands of rows and exposing their records to the risk of having leftover unwanted data.

Transaction Pro Deleter responds to this problem by offering a set of tools that can be used to detect and delete duplicates, remove any unwanted data defined by a set of values, and sort through columns of transactions based on the queried data.

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Transaction Pro Position In Our Categories

Bearing in mind companies have distinct business needs, it is only practical that they steer clear of buying an all-in-one, ideal business application. Be that as it may, it is almost impossible to try to stumble on such an app even among well-known software solutions. The efficient step to do is to narrow down the different significant aspects that entail research such as key features, packages, skill aptitude of the employees, business size, etc. The second step is, you must conduct the product research through and through. Browse through some Transaction Pro review articles and scrutinize the other applications in your list more closely. Such well-rounded product investigation makes sure you take out mismatched applications and buy the system that delivers all the function your company requires to realize efficiency.

Position of Transaction Pro in our main categories:

TOP 500

Transaction Pro is one of the top 500 Accounting Software products

If you are considering Transaction Pro it may also be sensible to examine other subcategories of Accounting Software listed in our base of SaaS software reviews.

It is essential to note that virtually no app in the Accounting Software category will be an ideal solution able to fulfill all the needs of all business types, sizes and industries. It may be a good idea to read a few Transaction Pro Accounting Software reviews first as some software might perform well just in a really small group of applications or be prepared with a very specific industry in mind. Others may function with an intention of being easy and intuitive and therefore lack complex functionalities needed by more experienced users. There are also apps that cater to a wide group of customers and offer a rich feature set, however this frequently comes at a more expensive price of such a software. Be certain that you're aware of your needs so that you buy a service that has all the features you look for.

How Much Does Transaction Pro Cost?

Transaction Pro Pricing Plans:

Free Trial

Importer/Exporter for QuickBooks Online

$100/year

Importer/Exporter/Deleter Pro for QuickBooks Online

$250/year

Importer/Exporter/Deleter Plus for QuickBooks Online

$400/year

Importer Only for QuickBooks Desktop

$249/device

Importer/Exporter/Deleter Pro for QuickBooks Desktop

$399/device

Importer/Exporter/Deleter Plus for QuickBooks Desktop

$499/device

Transactions Pro comes with three enterprise pricing packages for both the online and desktop versions. See below to find out the list of features for each plan:

Importer/Exporter for QuickBooks Online – $100/year

  • Option for monthly payments at $10/month
  • One QBO Company/1 user
  • Up to 200 rows of data per month
  • 1-day response time for email support

Importer/Exporter/Deleter Pro for QuickBooks Online – $250/year

  • Option for monthly payments at $25/month
  • One QBO Company/1 user
  • Unlimited record import
  • Unlimited record export
  • Unlimited delete export
  • 4-hour response time for email support

Importer/Exporter/Deleter Plus for QuickBooks Online – $400/year

  • Option for monthly payments at $40/month
  • One QBO Company/10 users
  • Unlimited record import
  • Unlimited record export
  • Unlimited delete export
  • 2-hour response time for priority email support

Importer Only for QuickBooks Desktop – $249/device

  • One desktop or one server installation
  • Unlimited Company files
  • Unlimited record import
  • 1-year email support
  • 1-day response time

Importer/Exporter/Deleter Pro for QuickBooks Desktop – $399/device

  • Full suite of tools for QuickBooks management
  • Unlimited Company files
  • Unlimited record import
  • Unlimited record export
  • Unlimited delete export
  • 1-year email support
  • 1-day response time

Importer/Exporter/Deleter Plus for QuickBooks Online – $499/device

  • All of Importer/Exporter/Deleter Pro features
  • Plus 1-year priority email support
  • 2-hour response time
  • 30-minute expert session

User Satisfaction

Positive Social Media Mentions 28
Negative Social Media Mentions 1

We realize that when you make a decision to buy Accounting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Transaction Pro reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Transaction Pro. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Web-based

Deployment

  • Cloud Hosted
  • On Premise

Language Support

  • English

Pricing Model

  • Monthly payment
  • One-time payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Transaction Pro Comparisons

What are Transaction Pro pricing details?

Transaction Pro Pricing Plans:

Free Trial

Importer/Exporter for QuickBooks Online

$100/year

Importer/Exporter/Deleter Pro for QuickBooks Online

$250/year

Importer/Exporter/Deleter Plus for QuickBooks Online

$400/year

Importer Only for QuickBooks Desktop

$249/device

Importer/Exporter/Deleter Pro for QuickBooks Desktop

$399/device

Importer/Exporter/Deleter Plus for QuickBooks Desktop

$499/device

Transactions Pro comes with three enterprise pricing packages for both the online and desktop versions. See below to find out the list of features for each plan:

Importer/Exporter for QuickBooks Online – $100/year

  • Option for monthly payments at $10/month
  • One QBO Company/1 user
  • Up to 200 rows of data per month
  • 1-day response time for email support

Importer/Exporter/Deleter Pro for QuickBooks Online – $250/year

  • Option for monthly payments at $25/month
  • One QBO Company/1 user
  • Unlimited record import
  • Unlimited record export
  • Unlimited delete export
  • 4-hour response time for email support

Importer/Exporter/Deleter Plus for QuickBooks Online – $400/year

  • Option for monthly payments at $40/month
  • One QBO Company/10 users
  • Unlimited record import
  • Unlimited record export
  • Unlimited delete export
  • 2-hour response time for priority email support

Importer Only for QuickBooks Desktop – $249/device

  • One desktop or one server installation
  • Unlimited Company files
  • Unlimited record import
  • 1-year email support
  • 1-day response time

Importer/Exporter/Deleter Pro for QuickBooks Desktop – $399/device

  • Full suite of tools for QuickBooks management
  • Unlimited Company files
  • Unlimited record import
  • Unlimited record export
  • Unlimited delete export
  • 1-year email support
  • 1-day response time

Importer/Exporter/Deleter Plus for QuickBooks Online – $499/device

  • All of Importer/Exporter/Deleter Pro features
  • Plus 1-year priority email support
  • 2-hour response time
  • 30-minute expert session

What integrations are available for Transaction Pro?

Transaction Pro supports integration with QuickBooks.

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Reviewed By Nestor Gilbert
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