Transactions make it easy to monitor and sort all expenses from your booking software, such as QuickBooks (or where you manage your expenses), reducing the risk of error on entry.

Import .CSV transactions to BuildBook from the Transactions page.

A transaction is a line of activity on a bank or credit card statement. For example, a run to your favorite big box store would result in one (or more!) transaction appearing on your credit or debit card statement.

Start by navigating to the Transactions page by selecting More in the upper navigation, then selecting Bills & Expenses.

Select the Transactions tab and click the Import Transactions button at the top right of the page.

From here, select a .CSV file to import and click Next.

Match the columns in your downloaded .CSV file to the columns in the BuildBook transactions table (this should happen automatically). Make sure the information lines up how you'd like to import it. BuildBook allows import on six values:

Confirm the data in the import, then select Import.

Your transactions should now appear in the BuildBook transactions table. Any transactions that appear as duplicates (with the same date and amount as another already imported transaction) will have a warning on the left of the transaction details.

Some bookkeeping software, including QuickBooks Online, imports transactions from financial institutions automatically. No matter where your transactions come from, you'll want to download a .CSV of those transactions to import into BuildBook. Most banks and credit card providers offer a way to do this in their "Activity" or "History" sections of their websites -- just make sure you download your transactions as a .CSV.

If you use QuickBooks Online's Bank transactions feature, you can export your transactions through these steps:

Transactions appear in the table under three categories: Uncategorized, Categorized, and archived. In this section, we'll cover each of those statuses and show how to sort expenses into each page.

Newly imported expenses will always appear in the Uncategorized section of the Transactions tab. These transactions have not been sorted. Each expense in this page has a Categorize button on the right. Clicking that button opens two options: Convert to Expense or Archive.

To attach a transaction to an expense, select Convert to Expense. A modal will open, pre-filled with information from the expense. Once all required fields are completed, click Save to save the transaction as an expense. (For more information on creating expenses, check out this help doc that covers the basics, or this help doc that explains how to split an expense across multiple projects and budget line items.)

Alternatively, transactions can be archived by selecting the Archive option. This sends the transaction to the Archive page. We recommend archiving duplicate transactions or transactions that aren't relevant to your projects.

Once a transaction has an expense associated, it moves to the Categorized tab. Categorized transactions have a button to view the expense (View Expense, where the Categorize dropdown used to be) that's based on the transaction.

Once a transaction is used to create an expense, it can't be moved out of this tab.

Archived transactions appear on the Archived page. Archived transactions have a checkbox on the left side of the page to Unarchive or Delete. Unarchived transactions go back to the Uncategorized page. Deleted transactions are deleted -- be careful, once they're deleted they're removed from your BuildBook account (but you can always re-import them).