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.

Agenda

  • 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

Lessons

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