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