Last updated:
September 10, 2023
It is important that you upload accurate information for the import process to be successful. Please be sure to double-check your upload file before upload. There's no bulk deleting of transactions in Balance Pro. If you upload 100 transactions and they are wrong, you'll have to delete those one-by-one manually.
Please note: After you have imported your transactions, navigate to the account and verify the import. If you do not see any transactions imported it means your upload CSV file is incorrect.
Upload Fields and Requirements (Limit 1,000 items)
Small business owners want to ensure that their operations are legal from the beginning. But, it is possible that you may not know what legal obligations you have. This article will explain how to obtain a U.S. business license and why it is important.
If you are hoping to simplify this procedure by scanning your receipts, you may be wondering whether or not the Internal Revenue Service would accept your scanned receipts. Do scans of receipts have the same legal weight as the original paper versions when it comes to supporting tax write-offs?
If you generate income through your website, or managing multiple clients as a freelancer, chances are you'll receive payments via PayPal. In this guide, we'll explain who gets a PayPal 1099-K, what to do with it, and how to file your self-employment taxes.
If a business doesn’t have steady revenue, it has little chance of success. In direct selling, it is critical to determine which strategies attract and keep consumers. These are five most effective direct sales strategies and how direct sales can make your small business or brand successful and profitable.
Balance Pro is a personal finance app that helps you manage your money. Enter your transactions into the digital checkbook register or keep track of your bills and get notified when they're due. Balance Pro is available on the App Store, Google Play, and on the web.
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