Can you upload a list of expenses as a .csv? I tried and they all imported as sales. I don't have the time or patience to edit them all to be correctly labeled as expenses, there are over 300.
Hi @ChristineS Happy to see you were able to resolve this through email with our support team!
Hey @fortheloveofbachata to indicate expense (withdrawal) on a CSV file, please put a minus/negative "-" sign in front of the amount. Below is an example of how the CSV format would look like:
Date, Description, Amount
03/16/2021, Test Expense, -$100
03/16/2021, Test Expense, -$200
03/16/2021, Test Income, $500
The transactions uploaded with "-" in front of the amount will be shown as an expense (withdrawal) instead of an income (deposit). Hope this clear things up!
Like @fortheloveofbachata I want to upload expense to a liability account among my Chart of Accounts. The CSV utility is not presenting me with my list of CoAs. What I am doing wrong? Is there a trick to work around a limitation of choices?
The CSV uploader should give you the option to select any of your Asset or Liability/Credit Card accounts that you have set up in your Chart of Accounts.
Could you post a screenshot of what you see when you go to Accounting > Transactions, click More > Upload a bank statement, and select the Payment account drop down?
only about 6or 7 transaction come up when infact theres 20
Why is so difficult to upload a CSV file? Please look my CSV is like bellow:
Please help me to import this statement.
Hey @felipereis !
It looks like you are using semicolons to split your transaction data. Trying changing the semicolons to comas. This should do the trick.
@KiahD I got it now! Only able to list/select those accounts, not able to load transactions into just any GL Acct, i.e. bulk data load transaction into any GL. Thanks!
My bank is doing only pdf how do I transfer that ?