All Transaction Pro Reviews

1-25 of 101 Reviews

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Charlene

Verified reviewer

Real Estate, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 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.

Vendor Response

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 April 2019

Janetta

Environmental Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 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.

Vendor Response

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 April 2019

Andreas

Food & Beverages, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed September 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

Reason for choosing Transaction Pro

it was the cheapest one

Vendor Response

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 support@transactionpro.com 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 October 2020

Sushama

Electrical/Electronic Manufacturing, 11-50 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 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!

Vendor Response

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 April 2019

Anonymous

11-50 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed April 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.

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

Anonymous

11-50 employees

Used monthly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

4

Reviewed April 2019

Must have app in Quickbooks

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

Teresa

Electrical/Electronic Manufacturing, 11-50 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed April 2019

My view

PROS

Makes it simple to import Purchase orders.

CONS

Haven't really used for anything else, looks a bit cumbersome. Had someone from a QB consulting firm set it up the first time.

Vendor Response

Hi, Teresa! Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is making your PO imports simpler for you! If you have any questions about other uses for Transaction Pro, please reach out to our Customer Support Team at support@transactionpro.com. Sincerely, The Transaction Pro Team

Replied April 2019

Linda

Facilities Services, 51-200 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

1

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed December 2019

Review

There is no phone # to reach a live person and we have been going back and forth by emails. We have had to hire an IT person who will be looking into our problem today.

PROS

Our previous version worked well importing our payroll

CONS

Our latest up grade has been unsuccessful.

Vendor Response

Linda: I hate to hear that you are having issues in getting your new version setup. I have found your support ticket and have personally taken it to work with your IT person to resolve the issue.

Replied December 2019

User Profile

Sam

Verified reviewer

Financial Services, 201-500 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed April 2021

Clunky and not for enterprise

We trudge through the lack of direct support due to the hours of automation the import process and Quickbooks integration save us for a really cheap price.

PROS

The Quickbooks integration importer and exporter save my company 20+ hours every week. The accountants who use this love the fact that they don't have to do hundreds of manual entries and can import an excel file.

CONS

The support doesn't have a phone number to talk to anyone, so you end up waiting hours or days for a response, and in the meantime, the app doesn't work.

User Profile

Robert

Verified reviewer

Transportation/Trucking/Railroad, 11-50 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed April 2019

Great Product-Easy to Use

I am using Transaction Pro to sync my 3rd party software with Quickbooks Online and it has been excellent. Once the mapping is saved the process only takes seconds.

PROS

So many options for different types of formats to import.

CONS

mapping didn't automatically recognize same fields

Vendor Response

HI, Robert! Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is saving you time! Sincerely, The Transaction Pro Team

Replied April 2019

Matt

Hospital & Health Care, 501-1,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Best Time Saving Importing Software

PROS

Having Transaction Pro Importer/Exporter connecting to our Quickbooks software saves us so much time between importing various items. Having the option to upload check information or pull in journal entries with hundreds of lines directly from Excel helps speed up the process of our month end close. There are so many other options for importing to Quickbooks so I'm sure we've just scratched the surface to improving our efficiencies in our organization.

CONS

When there are errors with the imports the description of the error can be vague or difficult to figure out what the actual issue is.

Vendor Response

Thank you for your feedback. We're glad it's saving you time and that you find the application useful! We are working to make our error message more user-friendly. If there is any specific error message that you find unclear, please email support@transactionpro.com so that we may address the message with our Development team.

Replied December 2019

Joon

Wholesale, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2019

TP Review

I am very happy with the program. I'm getting a lot of use out of it. Excellent prograrm.

PROS

Its functionality. Offers many different functions.

CONS

Ease of usage. Can be very difficult to someone not familiar with first time around

Vendor Response

Hi, Joon! Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is saving you time! Thank you for the feedback about getting started with the product. We are working to create more YouTube videos to assist our customer in getting started.

Replied May 2019

Tricia

Accounting, 51-200 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2019

Love Transaction Pro

Overall a 10 out of 10 timesaver. We know that there are many other benefits that we just have not had the chance of exploring yet, such as using it for payroll entries.

PROS

We use the software to import mass journal entries from a Concur data dump into Quickbooks. This process used to be agonizingly painful and now it takes no time at all. Using Transaction Pro has streamlined this process and saved us hours upon hours. The service team is always friendly, quick to reply and makes sure your problems are solved.

CONS

The software, while simple, can seem a little archaic at times and we had some difficulties when a new employee would start. The service team is outstanding so it outweighs any issues we had with the software itself.

Vendor Response

Hi Tricia, Thanks for your review of Transaction Pro! We're happy to hear it's streamlining your accounting process and saving you time! Sincerely, The Transaction Pro Team

Replied April 2019

Nicky

Health, Wellness and Fitness, 11-50 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed April 2019

Reliable and easy to use

We no longer have to duplicate work done in our database to our accounting package. We are confident that what is in our database is the same as what is in our accounts.

PROS

It is very user friendly and saves me a lot of time being able to import from our database in to Quickbooks, which I do at least twice a week. I like the fact that you can view your batch before importing to check again for accuracy on your previous processing.

CONS

There's nothing that I've found I don't like about Transaction Pro!

Vendor Response

Hi, Nicky! Thank you for your review of Transaction Pro! We are happy to hear that Transaction Pro is saving you time, and you find it user-friendly!

Replied May 2019

allan

Food & Beverages, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed December 2019

Transaction Importer is great

I used Transaction Pro Importer for Quickbooks Enterprise and I can say the Quickbooks online version is much better and user friendly.

PROS

The ease of use for importing and exporting. The template set up is very easy to understand.

CONS

We have multiple Quickbooks online companies. I wish there was a slightly easier way to switch between accounts.

Vendor Response

Allan: Thank you for your feedback! We are glad to hear that you find TPro to be a user-friendly application. We are presently working on updating the interface in early 2020, and your feedback will be passed along to development.

Replied December 2019

Mike

Marketing and Advertising, 201-500 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed December 2019

Great business tool!

It creates efficiency in uploading mass data into QuickBooks, uploads through the system cut so much time on data entry so other tasks can be handled.

PROS

It provides ease to uploading excel files into QuickBooks with the proper mapping and cuts down time from performing manual time entry.

CONS

It takes a little while for the system to ensure that the mapping is correct between systems. Other than that I haven't had many issues with it.

Vendor Response

Mike: Thank you for your feedback! We are glad to hear that you find TPro to an efficient application that is saving you time!

Replied December 2019

Josie Ann

Accounting, 1 employee

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

4

Reviewed April 2019

Transaction Pro Review

I was actually setting up a new QB company for a client and was able to import invoices etc for the current year. It worked very well.

PROS

Software works. It is able to transfer transactions into Quickbooks accurately.

CONS

Customer service is not so good. I should be able to email/chat/call online for support

Vendor Response

Hi Josie Ann, Thanks for your review of Transaction Pro! We're happy to hear it's working well for you to transfer transactions into QuickBooks! Please know that you can email our Customer Success Team anytime with your questions at support@transactionpro.com. Sincerely, The Transaction Pro Team

Replied April 2019

Dan

Accounting, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Seamless integration into Shopify,Amazon and Quickbooks

PROS

We have been using Transaction Pro for years to compliment our line of integration products and services. Transaction pro has given us the ability to auto import data from popular platforms such as Shopify and Amazon to Quickbooks Desktop and now Quickbooks online. We also use the Data Export features to push QB data back to these platforms as well. Transaction pro has given us the ability to make this process easy.

CONS

No major concerns so far. Sometimes, there are restrictions due to security firewalls but asking help from the customer service teams helps overcome that.

Vendor Response

Thank you for your feedback. We're glad it's saving you time and that you find the application useful!

Replied December 2019

Annie

Business Supplies and Equipment, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

My experience

PROS

This software is very easy to use. My clients have caught on quickly and that's a plus for my company in selling our product.

CONS

I wish I didn't have to schedule a time for support.

Vendor Response

Hi Annie, Thanks for your review of Transaction Pro! We're happy to hear it's easy to use! Sincerely, The Transaction Pro Team

Replied April 2019

Penny

Accounting, 11-50 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

TPI/E

great

PROS

This application has been around for some years and the interface has kept up with the times. Support has always been awesome and I recommend this to all my Accounting clients

CONS

nothing really it has always been our goto

Vendor Response

Penny: Thanks for the feedback! We love hearing that TPro is your "go to" product!

Replied December 2019

Dorothy

Food & Beverages, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed December 2019

Happy with Transaction Pro

PROS

We use Transaction Pro to import 2-3 page invoices into QBO. This can be a laborious task, and after setting up our Excel templates, it only a minute.

CONS

Sometimes after we import our file we cannot get to the Home page readily so we have to exit out and restart.

Vendor Response

Dorothy: Thank you for your feedback! We love hearing that Transaction Pro is saving you time. If you continue to have the issue with returning to the HOME screen, please email suppport@transactionpro.com. Your subscription includes unlimited email support.

Replied December 2019

DEAN

Computer Software, 11-50 employees

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Professional Guidance

PROS

It was relatively easy and intuitive to follow the guides to the final import screen to Quickbooks.

CONS

I could not complete an import, always issues, all on the new Quickbooks account used to test. With that said I would be inclined to pursue another solution since this could not be resolved, despite a technical assistant screen-share.

Vendor Response

Thank you for your feedback. I'm sorry to we were unable to get the application to work as you needed. I hope that you will give Transaction Pro another try in the future.

Replied December 2019

Loretta

Accounting, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Essential!

PROS

I use four different softwares to do my job. Two work flawlessly together, however, this product translates those so the four says virtually the same thing. This product is essential for me to do my work quickly, accurately, effectively and efficiently.

CONS

It doesn’t like fake emails. One of my biggest stumbling blocks in my job.

Hannah

Non-Profit Organization Management, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

FUNCTIONALITY

3

Reviewed December 2019

Nice work

PROS

It allows me to not do copious amounts of data entry!

CONS

I wish you could just upload things once.

Vendor Response

Thank you for your feedback. We're glad it's saving you time and that you find the application useful!

Replied December 2019

VJ

Retail, 51-200 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

1

EASE OF USE

3

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed June 2021

Non Existent Customer Service

Overall, the experience with the software has been disappointing. Due to poor customer service, we will opt for an alternate product.

PROS

Ability to import data from one platform to another. Works with Quickbooks (but some fields do not import correctly). Time saver (if issues resolved)!

CONS

Some data fields do not match properly during import. Main issue is with customer service. It you need assistance you will not receive it in a timely manner. Phone line is busy and chat service does not respond. It's been over 4 days and we have yet to receive a response. Overall, support is non existent.

Showing 1 - 25 of 101 Reviews