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Rightworks Transaction Pro

Transaction Pro imports, exports, and deletes QuickBooks data between QuickBooks, Excel, and CSV formats — saving hours of manual data entry for accounting firms.

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Summary

Rightworks Transaction Pro is a data utility that makes transferring data between QuickBooks and Excel/CSV effortless. It imports, exports, and deletes QuickBooks data in bulk — eliminating hours of manual copy-pasting and reducing errors for accounting firms that process large volumes of transactions.

What You Need to Know

  • Works with both QuickBooks Desktop and Online: Whether you work locally or in the cloud, Transaction Pro adapts.
  • Import support: Import over 20 transaction and list types from Excel, CSV, TXT, Quicken (QIF), Microsoft Money (OFX), Access databases (MDB), and ODBC-compliant databases.
  • Export support: Export only the columns you need to CSV, Excel, or other applications.
  • Batch deletion: Delete unwanted or old data in batches without disrupting current data — with preview before deletion for QuickBooks Online.
  • Admin Portal (Online): Manage multiple companies and users under one monthly or annual subscription. Create access levels for optimal security and collaboration.

Why It Matters for Your Business

Manual data entry between QuickBooks and spreadsheets is one of the most time-consuming and error-prone tasks in accounting workflows. Transaction Pro automates this — whether you’re importing sales data from an e-commerce platform, exporting reports for analysis, or cleaning up old transactions.

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