ProperSoft
You need to import transactions but your accounting software does not support the format. ProperSoft Converters will make your transaction files easily importable. Import transactions from your bank into QuickBooks, Quicken, Xero Excel/CSV Sage (50/One), Wave Accounting and ZarMoney. Supported (to and from ) CSV/Excel/TXT (text or scan), QIF/QMTF. QBO, IIF/OFX, MT940/STA. You can easily reconcile and track expenses with financial data that you already have, with little or no data entry. Desktop software for Windows and macOS. Many accountants, accounting professionals and bookkeepers use this software. Received from clients (downloaded from their online banking, printed and scanned). Advance renaming rules can be used to adjust payee names and categories, or to assign categories based upon payees names. Automatedly determine the number and date formats for your document settings.
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Saasant Transactions Online
SaasAnt Transactions changes the way you manage accounting operations. Import, export and modify transactions in QuickBooks and Xero using Excel files.
You can handle bulk imports and export data in different formats, such as xlsx and xlsx. You can also export data to txt and zip.
Product Features
Easy File Automations
Bulk Transaction Importer for QuickBooks or Xero
Bulk Transaction Exporter
Bulk Transaction Deleter
Import, export, delete and modify batch transactions
Easy Live Edit Data in Xero/QuickBooks
Import Excel, CSV and PDF files to QuickBooks/Xero
Automated Rules
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LoanAssistant
LoanAssistant is a powerful and versatile loan management software developed by a dedicated team of successful software developers, bankers and accountants. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry, enabling real-time reporting. The software will dynamically calculate interest/principal based on the payment date/amount, allowing tracking/processing possible charges and fees. Operating the program is simple and does not require extensive accounting and/or bookkeeping training. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales, leases, Investor Participation and others.
Extensive reporting, including custom letters and documents, 1098 tax reporting. Simple setup, no additional hardware required. No cost added for number of loans, customers, accounts, transactions.
--- Accrual Accounting option available;
---- Stand-alone and Borrower side servicing options available.
FREE 30-days trial
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QuickBooks Online
QuickBooks Online is the most widely used accounting software in the entire world.
QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more.
You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones.
Click the link to get a 30-day free trial, and 50% off for your first three months.
QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year.
Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.
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