Migrating to Zoho Books: What You Need to Know about importing expenses

While migrating from one software, data transfer can be a headache. and if there's a account or transaction report to transfer manually, it's no less than a bad dream! but there's a way to get yourself out of this nightmare and save up on your precious time!

you can import all expenses together! here's how

There are two file types that can be used to import expenses:

CSV- comma separated files

TSV- Tab separated files

To import:

1. In the menu on the left, click on "Expenses."

2. In the upper right part of the page, click the "More" button.

3. Choose Costs of Importing.

4. To begin, either drag and drop the file you want to share or click "Choose File" to pick one from your computer or a cloud storage. Just click Replace File and pick a different file to upload instead of the one that was chosen.

5. Press Next.

6. The next step is to auto-map the fields in the loaded file to the Zoho Expense fields that are the best match for each field. If some fields aren't mapped, you'll have to do it by hand. There are also fields that won't be loaded into Zoho Expense if you leave them blank. For future imports, you can save the mapping by checking the box that says "Save these selections for use during future imports."

7. Press Next.

8. After you have mapped the necessary fields, you can import the expenses into Zoho Expense by clicking the Import button. The Expenses module's Imported Expenses section will be populated with all imported costs.

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