Book several imported transactions together
Apply a shared bookkeeping action to carefully selected imports.
On this page
Filter to the correct account and Unbooked status. Check that the selected transactions need the same category and scope.
Narrow the feed
Open Accounting > Import feed and filter by account, description and dates. Review each row before selecting it.
Select and categorize
Select the row checkboxes and open the bulk action. Check the selection count and offered category and property. Book rows individually if their treatment differs.
Review the result
Confirm the action and inspect the booked and skipped results. Open Booked to check saved records. Refresh the remaining imports before retrying.
Check the result
- Eligible selected imports appear in Booked with the intended category and scope.
FAQs
Can this correct entries already booked?
Use Batch corrections for eligible posted entries and review its preview separately. Booking imports and correcting existing records are different actions.
What if only some rows succeed?
Inspect the skipped rows and refresh the feed. Do not repeat the original selection without checking which entries were saved.