Move data from personal to business
okreitz
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?
0
okreitz
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?
Comments
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.