Importing Transactions to Akaunting

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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 ellipses menu 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.

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Importing Transactions to Akaunting

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