Import Transactions into Pastel

This Article describes hoe to import transactions into Pastel.

Pastel Accounting

Steps

1. Open Pastel Accounting
2. Select the Pastel company that you want to work with.
3. Open the Cashbook for Processing and select the bank account that you want to work in.
4. Select the Payments tab in the Cashbook.
5. Click on the Batch button and then on the Import option.
6. Browse to the import file and open it. (This is the file that was created by the Export Function.)
7. Click Process.
8. The transactions will now show on the payments screen.
9. Select the Receipts tab in the Cashbook.
10. Click on the Batch button and then on the Import option.
11. Browse to the import file and open it. (This is the file that was created by the Export Function.)
12. Click Process.
13. The transactions will now show on the receipts screen.

Pastel Evolution

When exporting Transactions from the Cashbook Utility to Pastel Evolution a new Cashbook Batch is created in Pastel Evolution. You simply need to go into Pastel Evolution and open the new batch.