Transaction Pro

4.3
Overall rating
Reviews

4.3
Overall rating
Reviews

About Transaction Pro

Transaction Pro allows businesses to export, import and delete data in the form of invoices, journal entries and other documents in and out of QuickBooks. Transaction Pro exports data in the form of various file formats including Microsoft Excel, TXT and Microsoft Excel. Users can select columns for export, delete transactions in batches and configure access permissions according to requirements. Transaction Pro is available on one-time and annual subscriptions and support is extended via email, video tutorials, knowledge base, FAQs and other online measures.
Transaction Pro Software - Transaction Pro choose import type
Transaction Pro Software - Transaction Pro delete transactions
Transaction Pro Software - Transaction Pro choose import type - thumbnail
Transaction Pro Software - Transaction Pro delete transactions - thumbnail

Transaction Pro pricing

Transaction Pro does not have a free version but does offer a free trial. Transaction Pro paid version starts at US$199.00/year.

Starting Price:
US$199.00/year
Free Version:
No
Free trial:
Yes

Alternatives to Transaction Pro

Transaction Pro Reviews for UK Users

Feature rating

Value for Money
4.2
Functionality
4.2
Ease of Use
4.1
Customer Support
3.9
5 reviews of 101 View all reviews
Charlene
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/04/2019

Great Product!!!

Pros

I use this product on a weekly basis to import my invoices. The software is very easy to use and straight forward, which makes this task easier.

The software helps streamline by billing process.

Cons

I do not have anything that I like least about this software.

Response from Rightworks

Hi Charlene,

Thanks for your review of Transaction Pro! We're happy to hear it's streamlining your billing process!

Sincerely,
The Transaction Pro Team

Replied 17/04/2019
Janetta
  • Industry: Environmental Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/04/2019

Transaction Pro Importer is an excellent bridging tool!

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

Replied 17/04/2019
Andreas
  • Industry: Food & Beverages
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
1
Ease of Use
3
Customer Support
1

3
Reviewed on 22/09/2020

License Problem

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.

Replied 07/10/2020
Sushama
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 16/04/2019

Thank you

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! :-)

Replied 24/04/2019
Verified Reviewer
  • Industry: Fine Art
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
0

5
Reviewed on 15/04/2019

Great value, kinda quirky

Transaction Pro is great because it can be purchased out right and has a proven history of success. The program is lightweight and saves time. Since Quick Books doesn't have this option natively, Transaction Pro is the best 3rd party solution.

Pros

Transaction Pro allows you to take spreadsheet data and bulk import it into Quick Books. It's features include using simple formulas to combine data from 2 cells into one line; adding items to inventory; and including tax information. Once the data map is created it takes only a few minutes to import sales etc. Transaction Pro also has a pretty extensive knowledge base for setup, and troubleshooting.

Cons

Transaction Pro requires a Quick Books user with near admin level access to work properly. The field mapping is very specific, if you change your import columns, you have to make a new map from scratch.

Response from Rightworks

Thanks for your review of Transaction Pro! We're happy to hear you feel it's the best third-party solution for your needs!

Sincerely,
The Transaction Pro Team

Replied 17/04/2019

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