Import transactions from Excel for unconnected QBD clients.
C
Christopher Brown
Using Keeper to ask transaction questions for QBO clients has revolutionized our workflow. Unfortunately we still have a couple of clients using QBD. It would be extremely helpful if for unconnected clients, we could run a report of the Uncategorized Expense Account in QBD, export it (maybe in Excel), and then import it to the client in Keeper so we can send them questions about Uncategorized Transactions.
D
Donna DuSomme
I agree - this would be so helpful!!