Importing categories are equivalently important in WP Ever Accounting to give the plugin another footstep. From the dashboard under ‘Accounting‘, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import categories.
A sample file formatted in CSV is given so that you can download the file and learn about the fields required to import categories. To download the file, simply click on the “Sample” from the categories field and a CSV file will be downloaded on demand.
How to Import Categories – CSV Formatting
To import a category or more successfully, putting information on the required fields is a must need. Also, you can import as many categories as you want. All of the fields given in the CSV file are mentioned below-
| Field | Description |
|---|---|
| Name* | Holds the name of the categories |
| Type* | Classification of incomes and expenses |
| Color* | Color for each category on the category chart |
To download the CSV sample file for categories to import, click here.