![]() This is not the case with many of the competitor products, which have template where the headers are a bit cryptic. I also liked that the import templates use header names that match the names used in QuickBooks Desktop. And, the application is easy to navigate and use - with built in help and context clues (question marks that you hover over to tell you what an option is for). ![]() Hands down! I like that it has a modern interface (it's similar to Windows 10 applications not a Windows 95 application, like some of the other tools out there). I spent over a week evaluating every tool in this category, and this was the best one. Pros: This product has everything I need to automate the import, export, modification and deletion of QuickBook Desktop Pro records. Now, I can import one month's worth of invoices and payments all at once! No more carpel tunnel syndrome! I realize that doesn't reflect the real-world process of how it's supposed to work - but we often end up entering invoices and payments all at once. I'm still surprised that QuickBooks hasn't added an option to let you create and invoice and add payment for that invoice on a single screen. But, the cost is still well worth it when I consider how many hours it has saved me compared to entering invoices and bills the old method. ![]() While it would be nice to pay a one-time fee instead of paying an annual subscription, that seems to be the pricing model everyone is using these days. If you still can't figure it out, their tech support team is top-notch. When you get stuck, they have plenty of online videos and support articles to explain everything. Overall: Using the tool is relatively easy, once you learn about the import options and how to create templates for imports.
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