Navigation
- Click on Settings > Business settings
- Click on Preferences > Integrations
Upload Data into myBooks
- Select on Record type you would like to import
- Click on upload and a popup window will open
- The sample file can be downloaded to verify the upload format
- Click on upload to upload the file
- Once the file is uploaded. Validations will run for the submitted file
- Accepts and the rejected count will be displayed
- Choose whether to submit the file or run a simulation for the submitted file.