Importing your data 3/4: Expenses
Watch this video on how to import your single-line data or read on below:
You can import expenses using the Import button in the top right corner of the expenses sheet.
How to import your expenses
The easiest way to obtain a template that matches the expenses sheet header in WeKeep is to export the expenses to CSV and only keep the header.
Your expense CSV file must be structured as follows:
- Each row in your file must represent one expense.
- Columns that are dropdowns (such Contact, Account, Tax Rate, Item, Projects) must use the exact spelling of the value. For example, if you have a contact called "My Vendor ABC" in WeKeep, in your import file you must use the exact, case-sensitive spelling.
- WeKeep will not automatically create missing Contacts, Accounts, Tax Rates, Items, Projects. You must make sure that they exist in WeKeep before including them in an invoice import file.
- You do not need to import all columns. WeKeep will allow you to import an incomplete row if you wish. You can then complete the row after you import.