Skip to main content
MENU

Import transactions

  • Updated
  1. Select a company from the companies list.
  2. Hover over ‘Books’ in the menu bar.
  3. Select ‘Transactions’ from the drop-down.
  4. Click ‘Import Transactions’.
  5. Select the correct file, and click ‘Import’.
  6. Check that the data that has been populated is correct.
  7. Click ‘Import’.