How do I import transactions from my bank into BUSY

BUSY does not have a default option to directly import bank data into the software. However, you can import bank transactions from an excel sheet that you have prepared for entries such as receipts, payments, etc.
Steps for Import Vouchers From Excel:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on the Data Export Import.
Step 2: Choose the "Import Vouchers from Exceloption and select the type of voucher that you want to import, such as Receipt, Payment, etc.
Step 3: After selecting the voucher type, click on the configure button and create a format for the voucher. Then, map the fields in BUSY with the columns in Excel. You can select the fields from the drop-down list and match them with the Excel columns.
Step 4: After mapping all the columns, select the Excel File Path and enter the Starting & Ending Row and Sheet Number of your Excel file. Then, click on the Import button and wait for the import process to complete.
Please refer also document and video tutorials for know more about the import process.
You can also reach out to us anytime on our 24X7 helpline number: 8282828282 or 011 40964096. Alternatively, you can email us your query at support@busy.in.
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