Allocation
Upload a CSV from Reckon, Square POS, or Stripe to begin allocating transactions.
Upload CSV
Accepts: Reckon bank export · Square POS · Stripe payments
Reckon bank export: Reckon → Reports → Transaction Reports → All Transactions → Export CSVSquare POS export: Square → Reports → Item Sales → Export CSVStripe payments export: Stripe → Payments → Export → CSV
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