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Transaction Copier

$119.00

Copy transactions from one QuickBooks company file to another. Most transactions are supported. Transactions are pulled directly from QuickBooks and made ready to import into another company file. Filter your transactions based on date, account, and transaction type.

Purchase License

Transfer transactions from one QuickBooks company file to another.

The Transaction copier will pull transactions from one company file and help you import them into another company file. You can select transactions to include by date, transaction type, or by account.

For example, you may want to copy invoices entered in the field in one company file into the primary QuickBooks file at the home office. Or, an accountant may want to make modifications to a client’s file by adding journal entries or other transactions .  Using this add in, these new transactions can be from one company file and imported into another file.

The add in supports all transactions supported by QuickBooks import. This includes types such as bills, checks, deposits, invoices, payments, journals, and most others.

For added flexibility, the source & destination company files can be on different QuickBooks versions and even on different machines.

Free Trial

Download this add in for a free trial, which allows you to try before you buy.  You can use the trial to test the add in and create up to 100 individual transactions (e.g. 100 journal entries) . When you purchase then use your product key to unlock the trial to the full version.

Screenshots

Release Notes

10.75: Changes to support info added to IIF files, to logic regarding when to auto-pop the integration dialog, and to capture the QB file information when pulling transactions and integrating lists.

10.68: Better handling for group totals: Now include the totals in the IIF file even when they have no memo.

10.62: Allow up to 20 digits for A/P transaction document number (11 for other types of transactions.)

10.61: Set and correctly display good through date in About dialog for certain upgrade paths.

10.55b: Installer update related to integration issues specific to 32-bit computers.

10.55: Change the way check worksheet results are copied. Better messaging when entering a key for the wrong product.

10.53c: Installer update related to integration issues.

10.53: Resolve QuickBooks integration issues with recent QB patch releases.

10.52: Detect recent QB releases while integrating to avoid QB crash.

10.47: Ensure Sales Orders are excluded from pulled transactions because they cannot be imported.

10.45: Update for setting reimbursable status on purchase transactions for QB 2019.

10.43: Update to integration error handling – pass back original error message & update suggested actions.

10.41: Notice when a conflicting duplicate account number is used on new accounts on transaction rows.  (Detail rows were checked in prior releases.)

10.39: Handle subtotals within group items on sales transactions.

10.38: Better handling of transaction cleared status values as well as smarter default accounts for new inventory items.

10.37: Fixed issue where Annual product keys were sometimes not displayed.

10.36: Update date handling code to stop trying to fix possible errors from QB for international Excel versions, as seems to be worse then leaving the dates alone.

10.35: Fix the calculation of the open quantities and amounts for Purchase Orders, for the purpose of including only unbilled Purchase Orders in the transfer process.  Previously if PO’s were over-billed they’d show up as unbilled.

10.34: Handle date-like values in various transaction data fields including item name, invoice number, class, description, and the three ‘other’ fields to prevent Excel from reformatting them as dates.

10.33: Dialog window changes to link customers to QB 2019 import recommendations. Tweaks to the file format.

10.31: Changes for QB 2019 (more!) including new help links.

10.28: Changes to purchase transaction handling so that item and non item rows will appear on the correct tabs in QuickBooks.

10.26: Changes to accommodate QuickBooks 2019 and Enterprise 19.0.

10.25: Minor change to the menu ribbon to avoid internal conflicts with other BRC apps.

10.22: Change the way “Other” fields are handled when they contain time values like 9:34 so they don’t get converted into decimals numbers during the conversion.

10.21: Changes to clarify the transfer process.  Major re-write of the documentation.

10.19: Changes to About & Purchase dialog to handle more than one product key.  Fix for Excel 2016 to resolve issue where app would not load properly.

10.14: Changes to the way integrated group items are stored in the list cache to handle larger groups.

10.12: Smarter handling for inventory item detail on sales forms when an income account is used as the COGS account.

10.11: New tips on the dialog used to pull data from QuickBooks and to integrate with your company file.

10.09: Added the Class filter.

10.08: Reworked the connection dialog to pull transactions from QuickBooks.

10.07: Set newer 64-bit connection method as the default method.