Transaction Pro Importer (“TPI”) which allows you to import transactions and list from files to QuickBooks Online is a big time saver. You can find out more and request a free trial on our website. I use the following tools in conjunction with TPI and QuickBooks and thought I would share them.
- Evernote – This is an online note taking system that does much more…. There is a free and a premium version available. I personally use it to store all my product and license information for both QuickBooks and Transaction Pro so I can access it from anywhere. You can also find some more examples of uses on the Nerd Enterprise website.
- DropBox -This is an online cloud storage that you can use up to a certain limit at no charge. I use this to store my map files that I have created with TPI and the settings.txt file which contains all the program settings set. I maintain folders for each QuickBooks company file. This comes in handy if you need to move the info to a new computer or perhaps the user made a change to the settings or mapping that causes errors you can revert to these original files.
- Snagit – this is a screen capture software (images and videos) which currently retails at $49.95. I know that there are free ones out there but this has a lot of advanced features. I use this for supporting our customers with screen shots via email, on our blog or on our knowledge base articles.
- Carbonite – This is a online backup service for $59.99 for an entire year. Although I backup my QuickBooks company files and TPI related files periodically occasionally I need to retrieve a previous version of a file prior to making changes to it. Carbonite maintains several versions of the same file online for you to review/retrieve. Also it is good to have several backups in place one onsite and one offsite (eg Carbonite).
- PDF2XL – This tool allows you to quickly convert scanned and native PDF invoices, bank statements, credit card statements, inventory lists and more to editable spreadsheets. We use this for those circumstances where it is not possible to download/receive Excel, csv or txt files from the other application that has data that needs to be imported to QuickBooks. If you sue the code: TPIUSERS at checkout you can obtain a 20% discount on all purchases at the Cogniview website. A video course will be available in June at School of Bookkeeping. Seth David is a QuickBooks Pro so I am sure there will be some great use case examples.
So what tools do you recommend use with QuickBooks and or Transaction Pro Importer. We would love to hear from you so please post any comments below.