Rightworks Transaction Pro for QuickBooks® Online
Seamlessly move transactions and lists in and out of QuickBooks Online with speed and simplicity.
Unlock seamless data transfer like never before
Rightworks Transaction Pro provides a comprehensive solution for QuickBooks, offering efficient data import, export and delete tools. Seamlessly move transactions and lists into and out of QuickBooks Online using Excel or CSV files with ease and speed. Benefit from Transaction Pro’s trusted reputation in the industry and an extensive network of dedicated partners committed to ensuring your success.
Save time with Importer, Exporter and Deleter for QuickBooks
Importer for QuickBooks Online
Easily import QuickBooks Online transactions or lists from any Excel or CSV file. Field-level mapping gives you complete flexibility and control over importing your data.
- Validate data pre-import.
- Save import log (via export or email).
- Save unlimited field maps per import type.
- Check for existing accounts, customers, vendors, products and services locations, and classes pre-import.
- Match columns to fields automatically.
Exporter for QuickBooks Online
Export data from QuickBooks Online to analyze, use in reporting, import into other applications or migrate data to another QuickBooks company.
- Select data columns to export.
- Create a trial balance report.
- Export as CSV for data analysis.
- Export data to use in other applications.
- Batch up to 25 transaction and list types.
Deleter for QuickBooks Online
Save time by performing batch deletions. Deletions can quickly remove incorrectly imported data or clean up a large QuickBooks company file.
- Get greater functionality with PRO and PLUS plans.
- Delete up to 20 transaction and list types.
- Remove inaccurately imported data.
- Preview queried data before deletion.
- Clean up QuickBooks company files.
Admin portal
Our admin portal offers a range of supported functions, empowering you and your team to efficiently manage your clients’ data in QuickBooks and increase your firm’s productivity.
- With our portal, you can access multiple QBO companies seamlessly from a single subscription.
- Easily manage all your clients and users from one centralized dashboard.
- Grant different levels of access to company files, ensuring optimal security and collaboration within your team.
Manage the data you use most
Importer
Exporter
Deleter
File types
Excel 2023 to present, including Excel 365 (XLS or XLSX)
Excel 2023 to present, including Excel 365 (XLS or XLSX)
Excel 2023 to present, including Excel 365 (XLS or XLSX)
Excel 2023 to present, including Excel 365 (XLS or XLSX)
Comma-separated value (CSV)
Comma-separated value (CSV)
Comma-separated value (CSV)
Comma-separated value (CSV)
Transactions supported
Bank statements
Bank statements
Bank statements
Bank statements
Bills
Bills
Bills
Bills
Bill payments
Bill payments
Bill payments
Bill payments
Checks
Checks
Checks
Checks
Credit card charges
Credit card charges
Credit card charges
Credit card charges
Credit card credits
Credit card credits
Credit card credits
Credit card credits
Credit memos
Credit memos
Credit memos
Credit memos
Deposits
Deposits
Deposits
Deposits
Estimates
Estimates
Estimates
Estimates
Invoices
Invoices
Invoices
Invoices
Journal entries
Journal entries
Journal entries
Journal entries
Purchase orders
Purchase orders
Purchase orders
Purchase orders
Purchases—cash (expenses)
Purchases—cash (expenses)
Purchases—cash (expenses)
Purchases—cash (expenses)
Payments
Payments
Payments
Payments
Refund receipts
Refund receipts
Refund receipts
Refund receipts
Sales receipts
Sales receipts
Sales receipts
Sales receipts
Time activities
Time activities
Time activities
Time activities
Transfers (bank)
Transfers (bank)
Transfers (bank)
Transfers (bank)
Vendor credits
Vendor credits
Vendor credits
Vendor credits
Lists supported
Accounts
Accounts
Accounts
Accounts
Classes
Classes
Classes
Classes
Customers
Customers
Customers
Customers
Employees
Employees
Employees
Employees
Locations
Locations
Locations
Locations
Products and services
Products and services
Products and services
Products and services
Vendors
Vendors
Vendors
Vendors
“My go-to app…Transaction Pro Importer is the tool I use with any client that needs to import data into QuickBooks. It’s a solid product that saves time and is far more accurate than manual entry! And don’t overlook Transaction Pro Exporter and Deleter—they are also great tools.”
