Data Hub lists the supported imports and exports: bank files, Google Sheets and Docs, tax workpapers, workbooks and the organization export, with links to each. Imports only read; nothing posts to the ledger automatically.
Steps
- Choose the source or destination.
- Follow the link to the matching workflow.
What you get
You can find any import or export quickly.
Who can do this
Everyone in the organization can view this page (owner, admin, accountant, bookkeeper, manager and viewer).
If something goes wrong
- Google options are disabled.
- Connect a Google account first; in the demo they show labelled sample files.