Import Transactions
Import transactions from a CSV.
You can create as many import templates as you need. Reuse these templates to import transactions more efficiently with the settings you saved from previous imports.
Open an Import in Progress
Open and edit or continue an import that's currently in progress.
Delete an Import in Progress
- Click .
- On the Import tab, click
next to an import in progress and select Delete.
- Click Delete again to confirm.
Manage Import Templates
Rename, copy, or delete a general ledger import template.
- Click .
- On the Import tab, click
beside a template, then select one of the following:
- Rename— Give the template another name to differentiate it from the rest.
- Copy— Make a copy of an existing template.
- Delete— Remove the template altogether.
- Depending on what you selected, do one of the following:
- To rename or copy the template, enter the name you want it to have, then click Save.
- To delete the template, click Delete again to confirm.