🔹Import a transaction from your computer

Transaction in accounting is an activity that affects your financial status of the business. It can be a sale, purchase, deposit, loan, delivery etc. Import the transaction details in spreadsheets to add them to SimpleAccounts.

To import a transaction:

• Go to Banking --> Bank Account.

• Select the bank account number to which you need to add the bank transaction.

• Click on Import Statement Tab.

• Choose the parsing template and upload the required file.

• Click on Parse File.