About five minutes. Narrated, with music.
A client budget arrived in a workbook that QuickBooks could not import. Loading the budget by hand meant linking every schedule into a staging profit and loss, month by month: about 1,200 cells, and several client sessions to confirm assumptions. The usual estimate was four working days. With QuickBooks Online Advanced, Spreadsheet Sync and AI used responsibly, the whole job took two and a half hours, including a one-hour decision meeting with the client.
An Excel add-in exports a budget template that mirrors the chart of accounts.
Every draft line is matched to a real account. Open questions go to the client for a decision.
Nine schedules roll up into one staging sheet, reviewed before anything reaches the template.
Staged blocks paste into the Spreadsheet Sync template row for row. Then sync.
The BC Personal Information Protection Act asks for reasonable arrangements to protect personal information. Four habits we recommend:
Client data is not used to train the model.
The client OneDrive or the firm workstation. No personal email, no consumer uploads.
Names become codes before any file reaches the AI. Names return after the work.
The budget carries account totals. No names. No individual pay.
Precision in Numbers, Clarity in Business
All figures shown in this presentation are illustrative. No client information appears on this page. QuickBooks and QuickBooks Online are trademarks of Intuit Inc. Excel and OneDrive are trademarks of Microsoft Corporation. B A Sheahan and Associates Limited is an independent accounting firm.