Batch keep accounts and import

2016-09-05 13:49:32
tengfei
1480
Last edited by Renee on 2018-12-06 15:19:48

You can also do batch keep accounts and import in Zdoo.


1. Batch keep accounts

Go to "CASH"->"Income/Expense" and click "Batch Create". You will see a page shown below.

Check "Create Trader" to create a trader that has not been created in Zdoo.


2. Import template

You can also import transactions record which you have got from your bank or third party into Zdoo. First, you have to define the template to import.


  • Export electronic bank statement from your bank or third party payment.
  • Delete irrelevant data and only keeps the header and figures.
  • Go to "CASH"->"Settings"->"Import template". Click "Import" at the upper right to create a template.
  • Upload your electronic statement, and make sure each field corresponds to fields in Zdoo.


3. Import statement

Once a template is created, you can import data by uploading electronic bank statement to Zdoo.

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