Transaction Pro Importer Template Builder

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