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 Importing CSV Reports 
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Joined: Wed Jan 20, 2016 12:08 pm
Posts: 1
Post Importing CSV Reports
I am trying to follow the tutorials to import from my paypal reports and I cannot get the headers to transfer. One says email but it will only load with Client Email. Can you help me with the correct headers for importing invoices and bookkeeping by CSV files. Also will you ever change it to be First and Last Name on 1 header because hardly any of my reports are split First and Last name. I like that the invoices add automatically to the bookkeeping, however when I add my bank CSV files I get duplicate credits, does anyone have a work flow that works for paypal, checking account and entering payments. Thanks

Wed Jan 20, 2016 12:25 pm
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Joined: Thu Aug 28, 2008 1:41 pm
Posts: 1318
Post Re: Importing CSV Reports
Please post your current header so we can see what your are trying to import. Note: Please don't post any data from the file. Just the csv headers.


Thu Feb 11, 2016 4:23 pm
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