![]() The first step – most important – is to make a backup copy of your file! You cannot reverse imports, no matter what tool or method you are using. You can import these transactions also using Transaction Pro Importer. Also built into many accounting software applications is the ability to import bank transactions – checks and credit card charges. Transaction Pro Importer offers the ability to import Item and Vendor lists. Some software, for example, QuickBooks, provides ways to import certain lists. What can you import? Transactions that you can import include invoices, sales receipts, bills, bill payments, estimates, payment receipts, journal entries and time activities. The Transaction Pro Importer software is available in both a desktop version as well as an App that integrates with QuickBooks Online accounting software. This tool also works well for “for-profit” businesses. ![]() (Of course, that’s because taxpayers want to get in deductible contributions before year-end.) We recommend Transaction Pro Importer as a key productivity tool to integrate donation detail with your accounting software. As we near 12/31, many of the nonprofit clients we support see a dramatic spike in donations.
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