Only paper bank statements
TKO
Member Posts: 3
My new client is in farming, she only has paper bank statements and paper everything, invoices, gas bill. Obviously, no online banking. How do I even start importing the data?
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TKO
Member Posts: 3
My new client is in farming, she only has paper bank statements and paper everything, invoices, gas bill. Obviously, no online banking. How do I even start importing the data?
Comments
First you enter the data into excel or Text file, use the Upload Format (i.e Column 1 DATE; Column 2 DESCRIPTION; and Column 3 AMOUNT)
Then Upload
Exactly what @Mohamed Imran Buhary Seyed Mohamed said!
You can find a bit more details here. You'll just have to make sure to save your document as a CSV file.