Importing Transactions in a CSV File (but not Bank Connection)
Hi there everyone!
Hopeing someone can help......
I have a handwritten Petty Cash book (cash expenses) that staff fill in it and covers the last 12 months.
Rather than entering each transaction manually into Wave, it is possible to type them into a spreadsheet .csv file and import them?
If it is possible, can you let me know:
- What columns/format are required in the csv file and what are the correct import headings (field names?) for each? For each transaction there is:
I am guessing columns are needed for:
- An Expense account to debt (Do I use account number or account name for each transaction?)
- The Asset account to credit (always the same - Petty Cash Asset account)
- A date
- Is there anything else I need to know.be aware of in order to achieve my objective?