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Fast and Easy QuickBooks Importing Tool
How I've saved hours every week for three years running
Eamonn Cottrell
October 09, 2024
In today’s email:
TransactionPro overview
How I import invoices and bills
How to setup the spreadsheet template
HEADLINES
I walked through some very useful Excel search bar hacks in the last issue and video. Check it out here if you missed it.
Excel is still putting out articles trying to get you to use CoPilot in Excel…this one has some pretty impressive generated formulas, but still…
Here’s the shortcut to check out TransactionPro…try the free version like I did to see if it’s right for your business.
Manage data imports, exports and deletions with TransactionPro.
I’ve been saving time with them for 3 years.
MAIN ARTICLE
As I mentioned in the title, I’ve saved hours every week for 3+ years by using this tool. A tool, mind you, that I was skeptical of in the beginning.
I’d sought out some importing tools before, but they were always more cumbersome than they were worth.
I’m fast in Excel and I didn’t see much time saved for some of the smaller jobs that I had to do.
But, when I found myself spending hours on a regular basis simply setting things up in a spreadsheet and laboriously copying into QuickBooks, I started looking again.
And I’m a little mad at myself for not figuring this out sooner.
Because the time I save is so apparent now. Looking back, I was throwing hours down the drain.
Yes, the setup is tedious.
Setup is always tedious.
But once I got a few templates up and running for my specific use case, I very quickly saw massive gains.
TransactionPro is NOT SPONSORING this.
I just want to shine some light on an extremely useful tool that has put hours of time back in my pocket.
I hope it’s useful for you too…
Free video training:
Chapter Highlights
You can hop to any of the video chapters with the links below:
What do you use for bulk imports?
Let me know either by replying to the newsletter or commenting on the YouTube video.
Got Sheet is brought to you by Coursera. If you learn well with structured courses, check them out for 30% off Coursera Plus…try them now.
NEXT STEPS
Whenever you’re ready, here’s how I can help:
Business tech stack (FREE)
My recommendations for software and tools I use to create content and run my online business.Sponsor Got Sheet
Got Sheet teaches business operators, teachers and entrepreneurs how to get good at spreadsheets. Interested in sponsoring an issue or a series of Got Sheet newsletters? Reach out to get more information.Personal budget tool
As a Got Sheet subscriber, I want you to have a 75% discount on the personal budget I built 10+ years ago and am still using to this day.
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