Preventing expense leaks is crucial to the success of small and medium-sized businesses, and it doesn’t need to be costly or time-consuming. In this guest post, Shuyi Shang from Bento for Business shows you how Bento and Transaction Pro work together to make expense management a breeze! First off… What is Bento for Business? Bento for Business provides prepaid Mastercard® linked to our desktop and mobile platform, which makes it easy to plan, control and keep track of employee … [Read more...]
Ledgersync and Transaction Pro Importer – Working Hand In Hand!
Please take a look at the great guest blog post from Maurice Berdugo of Ledgersync which solves a common pain point of getting financial PDF data from financial institutions into QuickBooks Desktop - Pro, Premier and Enterprise Editions. Read more below on how to alleviate data entry! Often we are asked- How can I get my historical bank/credit card data published into Quickbooks without having to use a complex PDF converter? Is there a tool that can make transaction import to … [Read more...]
How to import PDF copies of Bank Statements or Credit Card Charges to QuickBooks
Most financial institutions will keep a few months of activity on their website for account holders to download as either an Excel, csv or Microsoft Money file. But what happens if you need to import data that is not available to download from your financial institution. What you can do is locate a PDF to Excel converter to create a file that you can use with Transaction Pro Importer. I came across a posting on a Facebook group that is part of School of Bookkeeping where a QuickBooks … [Read more...]
How to import bank statements into QuickBooks
New in Transaction Pro Importer 5.0! You can now can import bank statements from excel, csv, text, Quicken (.qif) or Microsoft Money (.ofx) file into QuickBooks. To make this process even easier Transaction Pro Importer includes a powerful feature called payee alias matching. Most times financial institutions use different names that those in your QuickBooks company file nor do they provide the expense or income accounts that you want to use in QuickBooks. The Payee Alias feature is … [Read more...]