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Export Bills & Receipts between Business in my account

Cheryl_AnnS17Cheryl_AnnS17 Member Posts: 1

I would like to export/import Bills & Receipts between the different businesses in my account. For example I have uploaded and booked a receipt in business 1. At the end of the month, after screening it seems the receipt should have been booked for business 2. How do I export the data between businesses, without doing the work all over again?

in Accounting Feature Ideas

Comments

  • KiahDKiahD Administrator Posts: 267 admin

    Hey @Cheryl_AnnS17 !

    To export your transactions and bills, as well as receipts, head to Settings > Data Export to download the files! Please note however that each of the data types, e.g. bills, will have all data included in each of their respective files, as it's not currently possible to export specific transactions etc.

    Once exported, you can use the information within these files to import it into other business via our Google Sheets add on, Wave Connect. Take a look here for more information on how to do so!

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