Evolution through technology has created so many avenues for automating workflows and creating a productive environment. The biggest area of need is in eliminating manual data entry.
One of the latest trending apps emerging from the QBO App Store is Business Importer, which is just in time for all the new clients that come around at the beginning of the year looking for a fresh start.
To give you a brief overview, Business Importer integrates directly with QBO, as well as other accounting software, enabling you to import, export, and even delete data using a variety of different methods, i.e., Excel, CSV and Google Sheets.
That means no more countless hours of manual data entry and potential human errors. As we usher in the new year, this gives us something to celebrate.
Set up
The setup of this app happens within seconds and it is ready to use. Here is an overview of the various types of transactions and lists you can import, export and delete.
Import and Delete
The ability to delete and import lists is a great clean-up tool for those who have multiple transactions needing to be cleared out. In case of any errors, there is a safety net of being able to revert any imports.
To learn more about how Business Importer works, click here.
Liz Scott is a multi-business entrepreneur working to bring together technology and accountants through her business, Liz Scott Consulting. A member of Intuit Trainer/Writer Network, she authored and taught Master level courses, including Advisory Guides and Consulting Tools for Accountants. In addition to Liz Scott Consulting, she also owns Accounting Lifeline, a firm to serve small businesses with their financial needs. Liz is a co-host of the "Appy Hour," which helps other accountants learn about the different tools and apps for small business needs. Holding a high passion for real estate investment, she owns properties throughout Oklahoma.