Move data from personal to business

okreitzokreitz Member Posts: 1

I manually entered 2020 accounting (from receipts/ invoices) into my personal account. How can I move this into my Business account, where it belongs?


  • NancyCNancyC Member Posts: 148 admin

    Hey @okreitz While there's no function to move accounting data between accounts, what I can recommend is to export the data under your Personal account by clicking into Settings > Data Export and the system will send you an email with all of your accounting data.

    Then you can either upload a csv file or use Wave Connect, our Google Sheets integration to bulk upload transactions. The only transaction information you need from the exported accounting data file are:

    Date, Description and Amount.

    Click here to download a CSV import template.

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