{"id":1521,"date":"2016-02-04T08:42:55","date_gmt":"2016-02-04T08:42:55","guid":{"rendered":"http:\/\/www.onlineinvoices.com\/blog\/?p=1521"},"modified":"2017-05-09T11:55:17","modified_gmt":"2017-05-09T11:55:17","slug":"how-to-import-a-list-of-income-entries-from-csv-file","status":"publish","type":"post","link":"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/","title":{"rendered":"How to import a list of income entries from CSV file"},"content":{"rendered":"<p>You can add a numerous number of income entries in a few steps without having to enter each income entry one by one manually on the system by using the importing function. You can import the <strong>&#8220;Date&#8221;<\/strong>, <strong>&#8220;Amount&#8221;<\/strong>, <strong>&#8220;Currency&#8221;<\/strong>, <strong>&#8220;Category&#8221;<\/strong>, <strong>&#8220;Vendor&#8221;<\/strong> and <strong>&#8220;Notes&#8221;<\/strong>.<\/p>\n<h3>Start importing a list of\u00a0 income entries by following these steps:<\/h3>\n<p><strong>Notes<\/strong>:<\/p>\n<ul>\n<li>Only CSV files \/ Text files (Comma Separated, Tab Delimited, Column separated can be imported).<\/li>\n<li>If you have any other file type you will want to open using an intermediate application, such as <strong>&#8220;Microsoft Excel&#8221;<\/strong> and save as <strong>&#8220;CSV&#8221;<\/strong> and import into the system.<\/li>\n<li>You can use the import feature to quickly add your data in a spreadsheet and import into the system, And here we will explain how to import data using Microsoft Excel software.<\/li>\n<\/ul>\n<ol>\n<li>Open the Excel program<\/li>\n<li>At the first row add the <strong>&#8220;Date&#8221;<\/strong>, <strong>&#8220;Amount&#8221;<\/strong>, <strong>&#8220;Currency&#8221;<\/strong>, <strong>&#8220;Category&#8221;<\/strong>, <strong>&#8220;Vendor&#8221;<\/strong> and <strong>&#8220;Notes&#8221;<\/strong>.<\/li>\n<li>Beneath each field fill out all the details as in this figure showing below.<\/li>\n<li>The Date field must be formatted the same as your system&#8217;s date format; in this case, we can use the DD\/MM\/YYYY format.<\/li>\n<li>The <strong>&#8220;Currency&#8221;<\/strong> field must be added in the country\u2019s <strong>&#8220;Currency&#8221;<\/strong> code, such as <strong>&#8220;USD&#8221;<\/strong>, <strong>&#8220;AUD&#8221;<\/strong>, etc.<\/li>\n<li>All the added categories <strong>&#8220;Category&#8221;<\/strong> and vendors <strong>&#8220;Vendor&#8221;<\/strong> are automatically saved.<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png\" rel=\"lightbox[1521]\"><img loading=\"lazy\" class=\"man-imgc aligncenter wp-image-1496 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png\" alt=\"income-expenses-excel\" width=\"466\" height=\"217\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png 466w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel-300x140.png 300w\" sizes=\"(max-width: 466px) 100vw, 466px\" \/><\/a><\/li>\n<li>After you have added all your items save the Excel file as CSV (<strong>&#8220;Comma delimited&#8221;<\/strong>).<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/02\/save-as-csv.png\" rel=\"lightbox[1521]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1526 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/02\/save-as-csv.png\" alt=\"save as csv\" width=\"705\" height=\"609\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/02\/save-as-csv.png 705w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/02\/save-as-csv-300x259.png 300w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/a><\/li>\n<li>Log in to your online invoices account.<\/li>\n<li>Through the <strong>&#8220;Finance&#8221;<\/strong> tab, select the <strong>&#8220;Income&#8221;<\/strong> option.<\/li>\n<\/ol>\n<p>Click the marked in blue <strong>&#8220;Import&#8221;<\/strong> button at the top right corner.<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/incomes.png\" rel=\"lightbox[1521]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1497 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/incomes.png\" alt=\"incomes\" width=\"957\" height=\"123\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/incomes.png 957w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/incomes-300x39.png 300w\" sizes=\"(max-width: 957px) 100vw, 957px\" \/><\/a><\/p>\n<h3>The importing wizard will start.<\/h3>\n<h3>Step 1 Import Options:<\/h3>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-1.png\" rel=\"lightbox[1521]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1498 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-1.png\" alt=\"income-expence-import-1\" width=\"628\" height=\"392\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-1.png 628w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-1-300x187.png 300w\" sizes=\"(max-width: 628px) 100vw, 628px\" \/><\/a><\/p>\n<ol>\n<li>Select the file that will be imported (the CSV file we previously saved).<\/li>\n<li>Through the <strong>&#8220;Delimiters&#8221;<\/strong> section, select <strong>&#8220;Comma Separated&#8221;<\/strong>.<\/li>\n<li>Click the <strong>&#8220;Import First Row&#8221;<\/strong> check box. If your file contains the same existing field labels at the first row, So in this case, we will not tick the checkbox.<\/li>\n<li>Then click the <strong>&#8220;Next Step&#8221;<\/strong> button.<\/li>\n<\/ol>\n<h3>Step 2 Fields Mapping:<\/h3>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-2.png\" rel=\"lightbox[1521]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1499 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-2.png\" alt=\"income-expence-import-2\" width=\"625\" height=\"571\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-2.png 625w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expence-import-2-300x274.png 300w\" sizes=\"(max-width: 625px) 100vw, 625px\" \/><\/a><\/p>\n<p>On this step, We will map the fields (Columns) on the imported file to the corresponding fields on the system.<\/p>\n<ol>\n<li>The <strong>&#8220;Amount&#8221;<\/strong> field is mandatory and must exist on the file.<\/li>\n<li>Select a corresponding field on the file for each system field as showing in the above figure.<\/li>\n<li>If you have entered a new <strong>&#8220;Category&#8221;<\/strong> or <strong>&#8220;Vendor&#8221;<\/strong> then it will be saved on the system.<\/li>\n<li>Click the <strong>&#8220;Import&#8221;<\/strong> button.<\/li>\n<\/ol>\n<h3>Step 3 Importing:<\/h3>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Import-projectstep-3.png\" rel=\"lightbox[1521]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1486 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Import-projectstep-3.png\" alt=\"Import-projectstep-3\" width=\"933\" height=\"207\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Import-projectstep-3.png 933w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/11\/Import-projectstep-3-300x67.png 300w\" sizes=\"(max-width: 933px) 100vw, 933px\" \/><\/a><\/p>\n<ol>\n<li>The system will take a few seconds to import the fields and save them.<\/li>\n<li>Refer back to the <strong>&#8220;Incomes&#8221;<\/strong> page to check the imported <strong>&#8220;Incomes&#8221;<\/strong>.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can add a numerous number of income entries in a few steps without having to enter each income entry one by one manually on the system by using the importing function. You can import the &#8220;Date&#8221;, &#8220;Amount&#8221;, &#8220;Currency&#8221;, &#8220;Category&#8221;, &#8220;Vendor&#8221; and &#8220;Notes&#8221;. Start importing a list of\u00a0 income entries by following these steps: Notes: Only CSV files \/ Text files (Comma Separated, Tab Delimited, Column separated can be imported). If you have any other [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.5.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to import a list of income entries from CSV file - Online Billing Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to import a list of income entries from CSV file - Online Billing Software\" \/>\n<meta property=\"og:description\" content=\"You can add a numerous number of income entries in a few steps without having to enter each income entry one by one manually on the system by using the importing function. You can import the &#8220;Date&#8221;, &#8220;Amount&#8221;, &#8220;Currency&#8221;, &#8220;Category&#8221;, &#8220;Vendor&#8221; and &#8220;Notes&#8221;. Start importing a list of\u00a0 income entries by following these steps: Notes: Only CSV files \/ Text files (Comma Separated, Tab Delimited, Column separated can be imported). If you have any other [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/\" \/>\n<meta property=\"og:site_name\" content=\"Online Billing Software\" \/>\n<meta property=\"article:published_time\" content=\"2016-02-04T08:42:55+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-05-09T11:55:17+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Adam\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#website\",\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/\",\"name\":\"Online Billing Software\",\"description\":\"Online Invoicing System\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.onlineinvoices.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png\",\"contentUrl\":\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/#webpage\",\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/\",\"name\":\"How to import a list of income entries from CSV file - Online Billing Software\",\"isPartOf\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/#primaryimage\"},\"datePublished\":\"2016-02-04T08:42:55+00:00\",\"dateModified\":\"2017-05-09T11:55:17+00:00\",\"author\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.onlineinvoices.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to import a list of income entries from CSV file\"}]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c\",\"name\":\"Adam\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#personlogo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g\",\"caption\":\"Adam\"},\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/author\/admin\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to import a list of income entries from CSV file - Online Billing Software","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/","og_locale":"en_US","og_type":"article","og_title":"How to import a list of income entries from CSV file - Online Billing Software","og_description":"You can add a numerous number of income entries in a few steps without having to enter each income entry one by one manually on the system by using the importing function. You can import the &#8220;Date&#8221;, &#8220;Amount&#8221;, &#8220;Currency&#8221;, &#8220;Category&#8221;, &#8220;Vendor&#8221; and &#8220;Notes&#8221;. Start importing a list of\u00a0 income entries by following these steps: Notes: Only CSV files \/ Text files (Comma Separated, Tab Delimited, Column separated can be imported). If you have any other [&hellip;]","og_url":"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/","og_site_name":"Online Billing Software","article_published_time":"2016-02-04T08:42:55+00:00","article_modified_time":"2017-05-09T11:55:17+00:00","og_image":[{"url":"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Written by":"Adam","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/www.onlineinvoices.com\/blog\/#website","url":"https:\/\/www.onlineinvoices.com\/blog\/","name":"Online Billing Software","description":"Online Invoicing System","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.onlineinvoices.com\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/#primaryimage","inLanguage":"en-US","url":"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png","contentUrl":"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/income-expenses-excel.png"},{"@type":"WebPage","@id":"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/#webpage","url":"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/","name":"How to import a list of income entries from CSV file - Online Billing Software","isPartOf":{"@id":"https:\/\/www.onlineinvoices.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/#primaryimage"},"datePublished":"2016-02-04T08:42:55+00:00","dateModified":"2017-05-09T11:55:17+00:00","author":{"@id":"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c"},"breadcrumb":{"@id":"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/04\/how-to-import-a-list-of-income-entries-from-csv-file\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.onlineinvoices.com\/blog\/"},{"@type":"ListItem","position":2,"name":"How to import a list of income entries from CSV file"}]},{"@type":"Person","@id":"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c","name":"Adam","image":{"@type":"ImageObject","@id":"https:\/\/www.onlineinvoices.com\/blog\/#personlogo","inLanguage":"en-US","url":"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g","caption":"Adam"},"url":"https:\/\/www.onlineinvoices.com\/blog\/author\/admin\/"}]}},"_links":{"self":[{"href":"https:\/\/www.onlineinvoices.com\/blog\/wp-json\/wp\/v2\/posts\/1521"}],"collection":[{"href":"https:\/\/www.onlineinvoices.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onlineinvoices.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onlineinvoices.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onlineinvoices.com\/blog\/wp-json\/wp\/v2\/comments?post=1521"}],"version-history":[{"count":10,"href":"https:\/\/www.onlineinvoices.com\/blog\/wp-json\/wp\/v2\/posts\/1521\/revisions"}],"predecessor-version":[{"id":2258,"href":"https:\/\/www.onlineinvoices.com\/blog\/wp-json\/wp\/v2\/posts\/1521\/revisions\/2258"}],"wp:attachment":[{"href":"https:\/\/www.onlineinvoices.com\/blog\/wp-json\/wp\/v2\/media?parent=1521"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onlineinvoices.com\/blog\/wp-json\/wp\/v2\/categories?post=1521"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onlineinvoices.com\/blog\/wp-json\/wp\/v2\/tags?post=1521"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}