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BIG NEWS!The Build Your Best Bookkeeping Practice Podcast is now available!

Transaction Pro Importer Template Builder

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Are you ready to learn how to get data into QBO FAST using Transaction Pro Importer?

Join this 1-hour on-demand training where I’ll teach you how to use Transaction Pro Importer and how to create your own templates that you can utilize over and over again in your practice.


  • How does Transaction Pro Importer work?
  • Steps to Importing
  • Why Use a Template
  • Planning Your Template
  • Creating Your Template

Downloads Included

  • Slide deck from the presentation
  • Spreadsheets from the examples used in the presentation


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