Want an easy way to import your transactions or lists into QuickBooks? Transaction Pro Importer is the solution you’ve been looking for.
Transaction Pro's interface provides step-by-step instructions and field-level mapping of your data. Quickly import data from virtually any source to QuickBooks as list or transaction data. Automatically adds new customers, vendors, jobs, items, and classes when importing transactions. Supports Excel, Access, databases or comma, tab, and delimited formats; you can also edit your data in a program grid before importing into QuickBooks.
Course topics include practical uses and consulting opportunities for Transaction Pro utilities, as well as strategies for using Transaction Pro Importer. Baystate's additional products, Transaction Pro Exporter and Deleter, as well as their products for QuickBooks Online will be discussed.
Leslie Capachietti serves as the instructor for this course; she is the principal of Automated Financial Solutions a consulting firm that specializes in helping small business owners get the most from their QuickBooks. Her firm has been recognized by Intuit for outstanding service. She has served as a member of Intuit’s Accountant Training Network, Intuit's Accountant and Advisor Council, and holds an MBA degree from Boston University. Leslie also authored the bestselling QuickBooks 2012: Official Guide published by McGraw-Hill.