Import business costs from your bookkeeping
Connect your accounting package and import business expenses from the expenses page in NettoWise.
You can import business expenses in NettoWise from a connected accounting package. You do this on the Expenses page, where you first fetch new lines and then choose which lines you want to import.
How to import business expenses
- Open the
Expensespage. - Check whether your accounting package is connected.
- If there is no connection yet, click
Open connectionsand connect your accounting package first. - Click
Importto fetch new expense lines from your accounting package. - In the sync screen, review the lines that were found.
- Keep the lines checked that you want to import and uncheck the lines you do not want to include.
- Use
Editif you want to adjust a line before importing it. - Click
Importto add the selected lines to your business expenses.
What you can do in the sync screen
- Search through the fetched lines.
- Show previously rejected lines.
- Decide per line whether it should be included.
- Edit lines before importing them.
Good to know
- You cannot sync expenses without a connected accounting package.
- NettoWise shows how many lines are still waiting to be processed.
- If all available lines have already been processed, the import status will show that everything is up to date.
You stay in control during the import process: lines are only added as business expenses after your selection and confirmation.
Swen van Zanten
Developer