Equals spreadsheet upload

 Hello karlie79, thanks for posting on the Community page, you can try import them in via the main cogwheel>import data> Journal Entries ( we would advise you look at the import guide first so that you get it all correct ready to be uploaded), if this doesn’t work for you then it is a case of having to manually enter each line onto the journal.

Hi,

I use Equals in sterling & euros and upload a csv downloaded from Equals then I sort in to currencies in Excel, then in Quickbooks>Transactions > link account > Upload from file. Then treat entries as usual bank feed. Generally post about 200-250 transactions a month.