import-export

How do I import a transaction with a reporting tag?

The reporting tag option that you’ve created has to be added as a separate column in your file, and this column header needs to be mapped with the reporting tag field in the mapping section of Zoho Books.

Scenario: Let’s say there is a reporting tag called Department with options such as Sales and Marketing. In your file, you will have to add a column called Department as header and associate the required option in this column. In the mapping section, the reporting tag Department would be available. Against this field, the reporting tag column in your file needs to be mapped.

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