Adrian_A
Moderator

Manage Suppliers and Expenses

We can manually import them, corporate-desk.

 

If your bank account is connected with QuickBooks, the system will automatically upload the last 90 days of transactions. However, if you have transactions more than 90 days, we can manually import them.

 

Before doing so, let's ensure to review the file format and size. The maximum file size is 350 KB. If the file is too big, shorten the date range and download transactions in smaller batches.

 

Afterward, you're good to upload the transactions. Once done, you can categorise them.

 

Let me know if you need help in uploading the items. I'll be around to help you out!