Q: Import from Wave?
I'm looking at switching over from Wave but I'm not clear on whether I can import all my transactions (as they are tied to accounts). I don't want to have to redo all of the entry work I've done so far this year.
brianc
Sep 24, 2024A: Here is an article on switching with a clean slate.
https://help.cheqbook.com/hc/en-us/articles/223332587-Best-method-to-convert-to-Cheqbook-Cutoff
I also want to tell you that many customers do 3+ years of transactions in a single day when switching to Cheqbook. Our automation means you only have to categorize a vendor transaction once and the rest are auto-completed. Unless you have a single vendor with several categories or many split transactions you will be shocked at how fast you get balanced.
littlemaetree
Verified purchaser
Still awaiting a response.