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XceLTransaction importer

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In your business, If you use your own Excel templates for transactions or any other file types to import into QuickBooks, such as importing Invoices, Orders, Receipts, Bills, PO, Estimates(Quotes), Receive Payments and many.

We have developed a product called XcelTransaction-Importer.

You can import your Excel Transaction template and configure the mappings in the settings screen. It is just one time configuration. That's it. Our product will extract the data and import into QuickBooks.

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XceLTransaction importer

  1. 1. XceLTransaction Importer for QuickBooks Emfas Technologies Mail to: Mark@Emfas-Tech.com
  2. 2. Main Screen
  3. 3. QuickBooks Country specific settings
  4. 4. Types of excel templates <ul><li>Two types of Spreadsheets </li></ul><ul><li>Single Invoice in one spreadsheet </li></ul><ul><li>Multiple invoices in one spreadsheet </li></ul><ul><li>Features. </li></ul><ul><li>If the item is not available in QuickBooks, “New Item Settings” button will give you the option to set the Account settings. </li></ul><ul><li>Our application will create the new item to QuickBooks before sending the transactions to QuickBooks. </li></ul>
  5. 5. Loading spreadsheets
  6. 6. Selecting Transactions
  7. 7. Column Mappings – Multiple Invoices
  8. 8. Cell Mapping – Single Invoice
  9. 9. Application Features <ul><li>Avoid manual entry and Save time. </li></ul><ul><li>Developed mainly for the Book Keepers. </li></ul><ul><li>Detailed Error Logging and Application Logging. </li></ul><ul><li>Edit the transaction before sending into QuickBooks </li></ul><ul><li>All the settings are one time configurations. </li></ul><ul><li>Supports different countries </li></ul><ul><ul><li>USA </li></ul></ul><ul><ul><li>UK </li></ul></ul><ul><ul><li>CANADA </li></ul></ul>
  10. 10. Future Release <ul><li>Trying to add more file types(text, PDF, dat, iif and many more) </li></ul><ul><li>Please send an e-mail to [email_address] with features needs to be added. We will integrate all the features with the application. </li></ul><ul><li>Please mail me your feedback. </li></ul><ul><li>Please mail me for a demo. </li></ul>
  11. 11. Help <ul><li>You can help our business by sending the sample spreadsheets or any files you are using to import into QuickBooks. </li></ul><ul><li>This will help us to develop our product with more futures. </li></ul>
  12. 12. Reseller Program <ul><li>Please join our reseller program and get paid for each customer you refer to purchase this product. </li></ul>

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