Transaction List Upload Masterclass

Want to upload a transaction list into Syft but aren’t sure where to start? Then this is the course for you. While it’s a lot easier to add an entity directly from cloud accounting software, such as Xero, we know that sometimes you need to add information from Excel, Google Sheets, or desktop software.

In this course, we’ll take you through how to upload transaction lists into Syft, including all the important details you need to remember, as well as some top tips we’ve learned after years of helping other Syft users get started.

Course Outline

In this course, we will cover:

Using Spreadsheet Link in Excel or Google Sheets
Generating a template
Uploading accounts
Using accounts
Adding new accounts after the first upload
Chart of accounts conversion for QuickBooks Desktop
How it works on Syft
Special use cases

Example Curriculum

Module One: Welcome to the course!

Available in days

days after you enroll

Module Two: Upload a transaction list

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days after you enroll

Module Three: Use cases

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days after you enroll

Module Four: Course Summary

Available in days

days after you enroll

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