Transaction Copier for QBooks

Transaction Copier for QBooks

Transaction Copier for QBooks is a super handy Excel add-in that makes moving data to and from QuickBooks a breeze. With this tool, you can easily grab transactions from a specific company file in QuickBooks, tweak them using Excel’s powerful tools, and then import them into another company profile.

Easy Access via Excel

This add-in works right inside Excel. Once you install it, you'll find it on its own tab in the command ribbon. The menu there lists all the main features of the add-in and opens up secondary windows for you to configure everything just the way you like.

Pulling Transactions Made Simple

You can quickly pull transactions from your QuickBooks file by choosing date ranges, transaction types, and accounts. Plus, you can set time-based filters to narrow down your choices to exactly what you need. Want just unpaid transactions? No problem! This tool lets you focus only on those amounts that haven’t been paid yet. Just remember, QuickBooks has to be set up on the same computer where you're using Transaction Copier for QBooks.

Modify and Import with Ease

The beauty of this tool is how simple it is to modify transactions in Excel and then send them back into QuickBooks. You can automatically fetch lists straight from QuickBooks or import them using IIF files. And if you want to customize how data gets imported, just use the ‘Integrate QuickBooks Lists’ option in the menu.

Exporting Made Easy

If you've made changes and want to save them as an IIF file directly into QuickBooks, that's easy too! You’ll also get a quick check to see if what you entered in Excel meets all the requirements for integration with QuickBooks.

Create Default Entries Effortlessly

Another cool feature of Transaction Copier for QBooks is that it allows you to set up default entries for different transaction types—whether they’re positive or negative amounts—along with account details and sales info. Any values you configure in the Options menu will automatically apply when corresponding data isn’t included in your worksheet.