I'm here to help manage your bank transactions, BigWave.
You'll have to upload the business transactions only since they include any costs incurred in your bank account that relate to the running of your business. I'll guide you through the steps.
If you connected your bank account, the system will download the latest 90 days transactions. Then, you'll have to upload the others manually. Here's how to import the transactions:
- From the Banking tab, select Banking.
- Select the blue tile for the account you want to upload the transactions into.
- In the Link account drop-down, select Upload from file.
- Click Drag and drop or select files and then select the file you downloaded from your bank. Then select Continue.
- Select the account you want to upload the transactions into.
- Hit Continue.
- Continue with the on-screen instructions to successfully upload the transactions.
From there, you can categorise them. I've added these links for the steps to manage your transactions:
I'm always around if you have concerns with managing your bank transactions.
