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Transaction Pro Review
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.
Show MoreOverview 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.
Show MoreOverview 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
Transaction Pro Position In Our Categories
Because businesses have special business demands, it is reasonable that they abstain from preferring an all-in-one, ”best” system. Still, it is hard to try to chance on such a software product even among sought-after software products. The logical thing to do is to jot down the varied critical aspects that need careful thought like crucial features, budget, skill levels of staff, business size, etc. Then, you should double down on your product research exhaustively. Browse through these Transaction Pro analyses and explore the other applications in your shortlist in detail. Such comprehensive research ensure you weed out ill-fitting software solutions and pay for the one which offers all the features your business requires to be successful.
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 might also be sensible to investigate other subcategories of Best Accounting Software gathered in our base of B2B software reviews.
Since each company has particular business needs, it is sensible for them to refrain from seeking a one-size-fits-all ideal software system. Needless to say, it would be futile to try to find such an app even among popular software solutions. The clever thing to do would be to catalog the various important elements that need consideration such as key features, finances, skill levels of employees, company size etc. Then, you should do your homework thoroughly. Read some Transaction Pro Best Accounting Software reviews and check out each of the other solutions in your shortlist in detail. Such exhaustive groundwork can make certain you discard ill-fitting platforms and choose the solution that provides all the elements you require for business success.
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
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
User Satisfaction
Positive Social Media Mentions
28
Negative Social Media Mentions
1
We realize that when you choose to purchase a Accounting Software it’s crucial not only to learn how experts rank it in their reviews, but also to check if the actual people and companies that bought it are indeed content with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Transaction Pro reviews across a vast array of social media sites. The data is then displayed in an easy to digest form indicating how many customers had positive and negative experience with Transaction Pro. With that information at your disposal you will be prepared to make an informed buying choice 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?
- phone
- live support
- training
- tickets
What integrations are available for Transaction Pro?
Transaction Pro supports integration with QuickBooks.
Transaction Pro User Reviews
Transaction Pro average rating:
1/5
Overall impression
5/5
Customer Support
1/5
Value for Money
1/5
Ease of Use
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ADD A REVIEWMore reviews from 1 actual users:
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Product Worked Only For 2 Years
Read full review >
1/5
Overall impression
1/5
Customer Support
4/5
Value for Money
1/5
Ease of Use
Published on: 15.03.2022
Company Size: N/A
Industry: N/A
PROS: It works initially as it has stated it should. However after a 2 years it dies. There is no refund and no support. That type of rip off leaves alot to be desired.
CONS: It died after two year and no support or refund so maybe looking for somethin that does the same thing, but with better terms and shelf life.
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Product Worked Only For 2 Years
Read full review >
1/5
Overall impression
1/5
Customer Support
4/5
Value for Money
1/5
Ease of Use
Published on: 15.03.2022
Company Size: N/A
Industry: N/A
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