How to import transactions into Winbiz?

After having automatically encoded your accounting lines with Sway Finance, you can seamlessly export them into the Winbiz format and import them into your accounting.

Simply follow these steps.:

1. From the accounting tab, open the accounting entries.

2. Click Action > import, export > standard import.

3.  In the import parameters, make sure to select the correct file format. If you exported your data from Sway, select semicolon separators and UTF-8 conversion.

4. Once the import is complete, a success message will confirm the number of imported transactions.

Note:

• After a successful import, you will need to close the accounting entries window and reopen it to see the result.
• If the import fails even partially, an error message will be displayed. Contact your Sway Finance support team, as there could be a difference in the configuration between yuor Sway Finance account and your Winbiz. Alternatively, you may still import the transactions: they will be identified with the question mark, and you will be able to correct them manually.