Importing Transactions to Akaunting

Akaunting makes it easy to import your business transactions manually.

Importing Transactions to Akaunting:

• Go to Banking on the Navigation menu.
• Select Transactions from the expanded options.

• On the Transactions page, click Import or the ellipses icon at the top left corner.
• Select Import from the ellipses dropdown options.
• On the Import Transactions page, Download the sample file and fill in the provided fields. Some of the necessary fields are:
  • Type: Categorize the transaction as Income or Expense.
  • Transaction number
  • Paid at: Add the date of payment.
  • Currency code: Specify the currency code.
  • Currency rate: Add the currency rate if the transaction isn’t in USD.
  • Account name: Specify the transaction account according to your listed accounts on Akaunting.
  • Category name: Deposit, Sales, POS sale, etc.
  • Payment method: Credit Card, Bank transfer, Cash, etc.

• Save the file as XLS or XLSX.
• Upload your file to Akaunting.
• Click Import and wait for a few seconds. This may vary depending on the size of the data.

You’ll get a notification on the sidebar notification icon. Also, a confirmation will be sent to your email once the upload is completed.