1. Help Center
  2. Templates/Other Information
  3. Entry Window Templates and How to Use Them

Generic CSV Import Template

This feature can be used to import credit card transactions (ex. AMEX and City National Bank), and CASHét rather than entering them manually.  Your imports are stored and come up for use when you select the associated vendor in Bills, PC, POs and JEs accessed by a button on on the JE/Banking Tab.

Step 1: Fill out all necessary information on template and copy. 



Step 2: Click Import icon on the home page. 

Step 3: Click UPLOAD NEW CSV FILE.  Anything in red is invalid.

Step 4: Click SAVE.  When you enter that vendor code in the Add Bill, PC, PO, or JE, it will offer transactions from the import.  Once imported, they cannot be imported again.


Click here to download: Generic CSV Import Template