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
- Slide deck from the presentation
- Spreadsheets from the examples used in the presentation
TPI Template Builder Training Video
Length: 68 minutes