Below is Billie's success story.Īs an accountant or bookkeeper who uses Transaction Pro Importer, you know what a tremendous time-saver this solution is for your business. If my experience is typical, this one program has likely increased your productivity by at least 25% for each client.Įxcept for that one client who – for whatever reason – will not give you the information you need in Excel format. Previously, on the School of Bookkeeping's Facebook group, QuickBooks ProAdvisor Billie Anne Grigg shared her process of converting PDFs to Excel and then importing the converted file into QuickBooks with Transaction Pro Importer. If the financial institution only has PDF versions of bank statements on their site, a PDF to Excel converter will need to be used to create a file that can be used with Transaction Pro Importer. csv file. What happens, however, if data is needed to be imported that is not available to download from the financial institution's website in one of Transaction Pro's accepted file formats (Excel.
Most financial institutions will keep a few months of activity on their website for account holders to download as either an Excel or.
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