How to import transactions and troubleshoot issues
The Process menu has these options for import:
If you are having issues importing:
Look for odd characters such as apostrophes in names. Excel reads anything with an apostrophe as a text field.
Often, doing one of the following gets rid of format issues that are hard to identify and permits you to import without errors.
- Download a "fresh" export file - or -
- Open a new blank file and then copy and paste the information from the file you are having trouble importing.
Related Articles
Error message: An account with shortcut does not exist or has been archived
Updated
