Transaction Pro
About Transaction Pro
Transaction Pro is a data mobility platform designed to help businesses import, export, or delete data in and out of QuickBooks according to requirements.
Users can select columns to export and move transactions such as invoices, sales receipts, and bill payments. Transaction Pro enables administrators to configure access permissions for users and collaborate on company files.
Transaction Pro exports data in Microsoft Excel, CSV, or TXT file formats.
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- Industry: Religious Institutions
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Does what it says it does
Reviewed on 06/09/2023
We had a few struggles in the beginning getting it set up between Transaction Pro's customer...
We had a few struggles in the beginning getting it set up between Transaction Pro's customer service and the credit card company we were able to get it to work.
Pros
We were able to import from our credit card transactions into QuickBooks. That saved us a tremendous amount of time.
Cons
Refunds or negative amounts need to be done separately because you can not import charges and credits at the same time.
- Industry: Environmental Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Transaction Pro Importer is an excellent bridging tool!
Reviewed on 12/04/2019
Overall, this is a great product and I would highly recommend it.
Overall, this is a great product and I would highly recommend it.
Pros
We use a customized inventory control and oil reclamation software called E.A.S.E. and TPI allows us to import all of our financial data directly into Quickbooks. It was easy to install and set up. Customer support is great!
Cons
I keep having an issue with the product deactivating so I have to go in several times a week and reactivate the subscription. Sometimes this will occur multiple times within a day, sometimes it only happens every few days. When I reported this to TPI, I was told that it originally occurred due to a virus that hit their system but they had discovered the cause and it was being fixed. Like with most things in IT, technology is great... until it isn't.
Response from Rightworks
Hi Janetta,
Thanks for your review of Transaction Pro! We're happy to hear it's helping your bridge your software and QuickBooks! I will have someone from our Customer Success Team reach out to you about your issue.
Sincerely,
The Transaction Pro Team
- Industry: Food & Beverages
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
License Problem
Reviewed on 22/09/2020
Good Program but we buy for one time software and every day need to take approve for there server...
Good Program but we buy for one time software and every day need to take approve for there server to open the program . some times there servers stalled during the reboot sequence, causing TPro Desktop Licenses to not activate , so ...... you can not finish your job
Pros
I like most because it was a Value For money
Cons
Problem with Validating . Desktop Licenses to not activate
Response from Rightworks
Andreas: We appreciate your feedback, and we do apologize for the recent inconvenience with the activation. We are moving everything to new servers to minimize, if not completely eliminate activation issues in the future. I would love to receive your feedback specifically concerning customer support as we are working hard to continue to improve our support offerings to our customers. Please email [email protected] and put "Attn Michelle - Review" in the comment. I look forward to hearing more of your feedback. Customer feedback is always welcomed and is how we learn and improve.
- Industry: Electrical/Electronic Manufacturing
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Thank you
Reviewed on 16/04/2019
This may be unique to me; I freelance and manage the Finance section alone. Hence with TPI, I am...
This may be unique to me; I freelance and manage the Finance section alone. Hence with TPI, I am able to close the books on time and minimize errors with peace of mind. In 2015, when an upgrade was required for QuickBooks; 7 years of confidential partial data had to be moved from the AP to the Employees Section; Needed to use the Pro Exporter, then the deleter, then the Importer. Learnt of TPI then, and the project was successful; am very grateful to TPI ever since. At times, when I do run into problems while importing/exporting it's ALWAYS my error; usually due to a careless non-conformity in the templates etc; once the fields match, TPI is spot on in importing the data. Thank you very much; "T"ruly a "P"eace of "I"nspiration! :)
Pros
With TPI, basic data entry is completed in a very short period of time. This allows for more quality time for review work. Am very grateful to the genius and inspiration that came from the team that designed this software. I have also received fast and helpful support when I needed guidance.
Cons
Honestly, None!
Response from Rightworks
Hi Sushama,
Thanks for your review of Transaction Pro! We're happy to hear it's helping you close the books faster and minimizing errors!
Sincerely,
The Transaction Pro Team
PS - I love your TPI saying! :-)
- Industry: Construction
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great Product! Increased Efficiency & Accuracy!
Reviewed on 26/04/2019
See Positives Above.
See Positives Above.
Pros
The Transaction Pro Importer has helped us increase the efficiency of our staff incredibly. If we did not have it to use to import: Estimates, Purchase Orders and Pricing updates, I would need more staff to accomplish what I'm able to do with the number of staff we have now if it weren't for this product. It also keeps us from having too many people modifying a document, which has helped reduced our mistakes making us more accurate.
Cons
There is nothing I like least, so if I were to have a suggestion it would be a way to figure out who has which user on which computer. Bernadette in customer service has been extremely helpful with helping us figure it out, so that's been GREAT!
Response from Rightworks
Hi, Francesca!
Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is saving you time and that you are finding our customer support helpful!
Transaction Pro FAQs
Below are some frequently asked questions for Transaction Pro.Q. What type of pricing plans does Transaction Pro offer?
Transaction Pro offers the following pricing plans:
- Starting from: USD 199.00/year
- Pricing model: Subscription
- Free Trial: Available
Transaction Pro is available on the following pricing plans: QuickBooks Desktop- Importer Only: $199 one-time fee (not annual) per user Importer/Exporter/Deleter PRO: $299 one-time fee (not annual) per user QuickBooks Online- Essentials: $99 annually or $10 per month Growth: $299 annually or $30 per month Premium: $499 annually or $50 per month
Q. Who are the typical users of Transaction Pro?
Transaction Pro has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Transaction Pro support?
Transaction Pro supports the following languages:
English
Q. Does Transaction Pro support mobile devices?
Transaction Pro supports the following devices:
Q. What other apps does Transaction Pro integrate with?
We do not have any information about what integrations Transaction Pro has
Q. What level of support does Transaction Pro offer?
Transaction Pro offers the following support options:
Chat
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