quiveringbee@gma
Level 2

Banking

Thanks, but I know how to add bank transactions.  I was able to add a "sales tax" transaction by creating a .csv file with

DateTypeTitleInfoCurrencyAmount
11/1/2020TransactionSales tax for order #Sales TaxUSD($9.99)

and importing via the Cash account.  What I am looking for is if I can also import fields for Notes field.  Also wondering if I should enter "business" under type and if "sales tax" should go under "category"?

 

Really just looking if anyone has ALL the column headers that one can use to import a transaction so that I don't have to go into the app and manually enter what hasn't been entered or set.