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Transaction Pro

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Transaction Pro 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

Transaction Pro
Transaction Pro
4.3
(103)

Pricing

Starting at $99.00 per month

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 Screenshots

0
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Transaction Pro Pricing and Plans

Starting price: $99.00 per month
Free Trial
Free Version

Importer Only

$199.00

per user, per year

Plan includes:

  • Chat Support
  • Email Support
  • Unlimited Company Files
  • Unlimited Record Import

Importer/Exporter/Deleter Pro

$299.00

per user, per year

Plan includes:

  • Chat Support
  • Email Support
  • Unlimited Company Files
  • Unlimited Record Delete
  • Unlimited Record Export
  • Unlimited Record Import

Essentials

$99.00

flat rate, per month

Plan includes:

  • 200 Rows of Data Per Month
  • Admin Portal
  • Importer/Exporter
  • One QBO Company
  • Unlimited Users

Growth

Pricing available upon request

Plan includes:

  • 3 QBO Company
  • Admin Portal
  • Importer/Exporter
  • Unlimited Rows of Data Per Month
  • Unlimited Users

Premium

Pricing available upon request

Plan includes:

  • 5 QBO Company
  • Admin Portal
  • Email Support
  • Importer/Exporter
  • Online Chat
  • Unlimited Rows of Data Per Month
  • Unlimited Users
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Transaction Pro Features

  • Popular features found in Integration
    API
    Configurable Workflow
    Dashboard
    Data Connectors
    Data Extraction
    Data Import/Export
    Data Management
    Multiple Data Sources
    Reporting/Analytics
    Third-Party Integrations
    Web Services
    Workflow Management

Transaction Pro User Reviews

Overall Rating

4.3

Ratings Breakdown

5

64%

4

19%

3

8%

2

1%

1

8%

Secondary Ratings

Ease of Use

4.0

Value for money

4.2

Customer support

3.9

Functionality

4.2

AT

Audrey T.

Verified reviewer

Accounting

2-10 employees

Used other for less than 6 months

Review source

Reviewed April 2019

Invaluable tool

5

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Transaction Pro Importer/exporter has saved me a lot of time. Conversion clients are common in my world and this is the only tool I've found capable of carrying transaction level details across platforms.
Cons:
Sometimes when requesting paid phone support, it can take a few days to get your appointment. This can be inconvenient, but is always worth the wait.

Vendor Response

Hi, Audrey! Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is making data migration easier for you! Thank you for your feedback regarding paid support. We are working on increasing our staff to allow for shorter wait times. Sincerely, The Transaction Pro Team

Replied April 2019

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VR

Verified
Reviewer

Fine Art

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed April 2019

Great value, kinda quirky

5

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.

Ratings Breakdown

4
Ease of use
5
Value for money
4
Functionality
icon
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.

Vendor Response

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 April 2019

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LH

Luke H.

Verified reviewer

Business Supplies and Equipment

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed February 2024

Software is OK, activation, licensing and ongoing support is poor

2

My customer starting using Transaction Importer in 2010. Over the years they had to purchase a couple of upgrades because they changed computers (activating and licensing has always been tough). My customer uses the software twice a year to import data to QuickBooks. In late November 2023 they received a message saying their version would be discontinued at the end of the year (approx. 6 weeks away) and they could upgrade for free to the new version. The email was vague and never stated that the software would stop working and they thought it would be like when Microsoft discontinues a Windows version; it can still be used, but no support or updates will be provided. Then when they go to use the software in Feb 2024, it can't access the activation server. They have been shut down. So the perpetual license they purchased no longer works. I contacted support on behalf of my customer and requested that they honor the original free upgrade offer. They said they couldn't. I am extremely disappointed as the original email was sent in late November 2023 and by the end of January 2024 the old version was killed off, unable to use. As my customer only uses the software twice a year, they were caught out. Admittingly my customer should have paid more attention to the email, but the big disappointment here is the fact the old software was killed off so quickly with poor communication from Rightworks, and now my customer now has to buy it again. I will now be advising my other customers who use this software look at other programs as this situation should never happen.

Ratings Breakdown

2
Ease of use
1
Value for money
1
Customer support
2
Functionality
icon
Pros:
Although somewhat clunky, it does what it says it does; i.e. import data to QuickBooks
Cons:
Upgrade cost. All users are at high risk of the supplier discontinuing their product and blocking the software from accessing their activation server which instantly stops it from being able to be used.

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VR

Verified
Reviewer

Retail

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed April 2019

Must have app in Quickbooks

5

Ratings Breakdown

5
Ease of use
4
Functionality
icon
Pros:
This App streamlined uploading daily sales reports. By creating a spreadsheet template for all locations to use and set up the importer, one can then simply import the spreadsheets and transaction pro will read the data. There is some finagling to ensure you have the correct format ... seemingly across operating systems - windows to Mac there may be some discrepancy.
Cons:
When upgrading to allow multiple users, additional users cannot access the app from the app list in quickbooks unless they are the initial owner of the app... so additional users have to sign in through intuit on the transaction pro website - unless possibly upgraded on Quickbooks? Though if you pay the extra price to upgrade the app, seems one should receive more benefit.

Vendor Response

Thanks for your review of Transaction Pro! We're delighted to hear that it's help you streamline your work. I will have our customer support team look into your sign-in issue and get back to you. SUPPORT: Thank you for bringing the access issue for additional users to our attention. Our development team will work with Intuit to see why it does not display within QBO apps for additional users. We always welcome all feedback! Sincerely, The Transaction Pro Team

Replied April 2019

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VR

Verified
Reviewer

Professional Training & Coaching

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed April 2019

Great Tool

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I downloaded the Transaction Pro Importer/Exporter tool specifically to import payment transactions into QuickBooks. The tool dramatically reduced work time by automatically uploading the payment transactions directly to each customer.
Cons:
I have only used the tool for one feature which worked perfectly so I do not have any cons.

Vendor Response

Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is saving you time!

Replied May 2019

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VR

Verified
Reviewer

Accounting

11-50 employees

Used monthly for more than 2 years

Review source

Reviewed April 2019

Lifesaver

5

Ratings Breakdown

5
Ease of use
5
Value for money
3
Customer support
4
Functionality
icon
Pros:
We couldn't figure out how to upload large batches of checks to Quickbooks Online - this was our answer!
Cons:
It can be a little finicky when mapping - but it's easy to work-around.

Vendor Response

Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is saving you time! If you ever need assistance with mapping or anything else, please email support@transactionpro.com. Your online subscription includes unlimited email support.

Replied May 2019

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KC

Krista C.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed April 2019

Love this product!

5

Ratings Breakdown

4
Ease of use
4
Value for money
4
Customer support
4
Functionality
icon
Pros:
It’s easy to use and the customer service is great!
Cons:
it was a little difficult to navigate the different products and plans offered.

Vendor Response

Hi, Krista! Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is has been a beneficial product for you and that you have found our customer service to be helpful! Thank you for your feedback regarding our products and plans. We welcome our customers' feedback and because of it, are looking at streamlining our products in the near future. Sincerely, The Transaction Pro Team

Replied April 2019

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VR

Verified
Reviewer

Computer Software

11-50 employees

Used monthly for less than 12 months

Review source

Reviewed April 2019

Usefull tool for invoicing

4

Ratings Breakdown

4
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
Pros:
very usefull to download several invoice at the same-time on Quickbooks
Cons:
you cannot use it to delete a bench of invoice on Quickbook

Vendor Response

Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is saving you time! Transaction Pro has a separate product for deleting transactions called Deleter. If you have any questions about Deleter, please email support@transactionrpro.com

Replied May 2019

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VR

Verified
Reviewer

Law Practice

2-10 employees

Used monthly for less than 6 months

Review source

Reviewed December 2019

Favorable

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Ease of use. The interface was not complicated
Cons:
Not sure it meets the requirements I need. Still testing the system.

Vendor Response

Thank you for your feedback! I'm glad that you find TPro to be user-friendly. During your testing, please do hesitate to reach out to support with any questions by emailing support@transactionpro.com.

Replied January 2020

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VR

Verified
Reviewer

Construction

2-10 employees

Used monthly for less than 6 months

Review source

Reviewed December 2019

Not for the beginner

3

Once I learn I believe it will be great. I thought it would be much easier to learn.

Ratings Breakdown

2
Ease of use
3
Value for money
5
Customer support
3
Functionality
icon
Pros:
Email support is quick and helpful. I got this software for importing credit card transactions, I have not been able to figure it out with out alot of help. So my suggestion is to make it more user-friendly,. Video support doesn't cover what I have to do.
Cons:
Difficult to learn, not enough video support. I would hope that you work on the transaction part, some of us swipe our card often so more support for this is a must

Vendor Response

Thank you for your feedback! We are continually working on increasing our Knowledge Base articles and our YouTube videos to make the learning curve easier for our customers.

Replied December 2019

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Showing 1 - 10 of 103 Reviews

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