Transaction Copier for QBooks: Meeting the System Requirements for Efficiency

Question:

Could you detail the technical prerequisites necessary to run Transaction Copier for QBooks effectively?

Answer:

Operating System Compatibility

Transaction Copier for QBooks is designed to work with a range of Windows operating systems. It supports:

  • Windows 11
  • Windows 10 (32/64 bit)
  • Windows 8 (32/64 bit)
  • Windows 7 (32/64 bit)
  • Windows Vista (32/64 bit)
  • Windows XP (32/64 bit).
  • QuickBooks Compatibility

    The add-in is compatible with various QuickBooks versions. It can transfer transactions between company files even if they are on different QuickBooks versions.

    Microsoft Excel Requirement

    Since Transaction Copier for QBooks operates as an Excel add-in, a compatible version of Microsoft Excel is required. The add-in has been updated to ensure compatibility with Excel 2016, 2019, 2021, and 365.

    QuickBooks Installation

    Ensure that QuickBooks is installed and properly configured on the same computer where Transaction Copier for QBooks is operated. This is crucial for the add-in to pull and push transactions to and from QuickBooks.

    Internet Connection

    An active internet connection is required during the setup process and for any updates or technical support.

    Trial Version Limitations

    The free trial version of the add-in allows you to test its functionality by creating up to 100 individual transactions. This can include a mix of transaction types such as journal entries or invoices.

    By meeting these technical prerequisites, you can ensure a smooth and effective operation of Transaction Copier for QBooks, facilitating efficient data transfer and management between QuickBooks company files.

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