Import a quarter's sales and purchases from a spreadsheet

Steps

1. 1

   Open Tax Intelligence and find Import

   In the left menu, under Tax, choose Tax Intelligence. The Transactions tab opens. The Import button is in the row of buttons above the list.

2. 2

   Select Import

   Select Import. The Import Transactions window opens. It accepts a CSV file or an Excel file.

   • Select Import
3. 3

   Select Template to get the column names

   Select Template. An Excel file is downloaded with the column names and three sample rows. Put one transaction on each row. The date is written year, month, day. The type is INCOME for a sale and EXPENSE for a purchase. The amount is the net amount in dirhams, without VAT. The description says what was sold or bought.

   • Select Template
4. 4

   Choose your file

   Select Choose File and pick your spreadsheet. Here it is the file q3-2026-sales-purchases.csv, with fifteen rows for July to September 2026. The vendor or customer name, the account and the invoice number are optional columns, but fill them in: they help the classification and stop the same invoice being imported twice.

   • Upload Choose a file: q3-2026-sales-purchases.csv
5. 5

   Read the preview

   The app checks the file and shows a preview. Nothing has been imported yet. Will import counts the good rows, here 14. Duplicates counts rows that are already in the app. Errors counts rows that cannot be read, here 1. Total is every row in the file.

6. 6

   Read the rows that need fixing

   Under Rows that need fixing, each problem is listed with its row number in the file. Row 16 has no transaction date, so it will be left out. You can fix the file and choose it again, or carry on and add that purchase later.

   

7. 7

   Select Confirm import

   Select Confirm import, 14 rows. The button changes to Importing while the rows are saved. This can take a minute or so. Wait for the counts to change from Will import to Imported.

   • Select Confirm import (14 rows)
8. 8

   Read the note about classification

   The window now says 14 transactions imported, not classified yet. Importing does not classify. The button Classify these transactions would classify exactly these rows now. In this course you will classify them from the list in a later lesson, so leave that button alone.

9. 9

   Select Close and hide the menu

   Select Close. The fourteen rows are in the Transactions list. The list is wide, so select the Hide navigation icon at the top left to give it more room. The strip at the top now says 14 remaining under Classify, and the counter shows 14 Unclassified.

   • Select Close
   • Select Hide navigation
10. 10

    Read a row

    Each row is one transaction: Description, Vendor or Customer, Amount, Date and Invoice number. Source says Imported. Classification says Unclassified, and the VAT and Confidence columns are empty. Each row ends with a Classify button, a pencil to edit and a bin to delete.

11. 11

    Filter the list by customer

    To find rows quickly, type part of a name in the Vendor or Customer box above the list. Typing Noor leaves the two sales to Noor Al Dana Gift Shops.

    • Type Vendor/Customer...: Noor
12. 12

    Filter the list by date

    Clear the name. To see one month, enter its first day in the From date box and its last day in the To date box. With 1 August and 31 August 2026 the list shows the four August rows. Clear both dates to see everything again. These dates only filter the list; they do not set the return period.

    • Type From date: 2026-08-01
    • Type To date: 2026-08-31