Importing your data 3/4: Expenses

Learn by watching

Watch this video on how to import your single-line data such as expenses, or read on below. Importing your data

Step-by-step instructions

You can import expenses using the Import button in the top right corner of the expenses sheet.

The easiest way to obtain a template that matches the expenses sheet header in Wafeq 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 as 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 Wafeq, in your import file you must use the exact, case-sensitive spelling.
• Wafeq will not automatically create missing Contacts, Accounts, Tax Rates, Items, Projects. You must make sure that they exist in Wafeq before including them in an expense import file.