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How to Use the Download Sample CSV Buttons

Learn how to use the 'Upload CSV' and 'Download Sample CSV' buttons to easily manage file formats. Discover what happens when you interact with these features.

By Aasma Technology Solutions

In this guide, we'll learn how to use the upload CSV feature and how to download a sample CSV file. This helps you understand the correct format before uploading your own file. We will also explain what happens when you close the sample download option.

Let's get started

After clicking the Upload CSV button, the modal displays a Download Sample CSV option. This allows the sample file format to be downloaded and saved locally.

1
Go to BookKeep Pro - Professional Bookkeeping
2
Click on Upload CSV button
Step #2: Click on Upload CSV button
3
Click on the Download Sample CSV button to download the sample transactions file.
Step #3: Click on the Download Sample CSV button to download the sample transactions file.
4
Click the cancel button to exit the modal
Step #4: Click the cancel button to exit the modal