Importing transactions

I'm having issues regarding transaction imports from CSV - I have a paid Sage Individual subscription. I either get a 'something went wrong page' with no hint as to what has gone wrong or one time I seemed to get through the process and thought I had succeeded but I don't see the transactions in the software. 

When I tried to do it all again I got the 'something went wrong 'page again.

Incredibly frustrating

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  • 0

    Hi,

    Thanks for using Community Hub.

    Transactions can be created in Sage Accounting Individual in three different ways:

    - Importing from a bank feed

    - Creation using receipt scan and capture

    - Manual entry

    There's more information in this article: Create Transactions

    Could you outline the steps you're taking / and the point at which any error messages appear? - and we'll try to get to the bottom of it.

    Regards,

    Andy
    Sage UKI

Reply
  • 0

    Hi,

    Thanks for using Community Hub.

    Transactions can be created in Sage Accounting Individual in three different ways:

    - Importing from a bank feed

    - Creation using receipt scan and capture

    - Manual entry

    There's more information in this article: Create Transactions

    Could you outline the steps you're taking / and the point at which any error messages appear? - and we'll try to get to the bottom of it.

    Regards,

    Andy
    Sage UKI

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