any advice on how to change or rearrange the columns in the transaction worksheet??
You can change the order of the columns and add new columns. Don’t rename existing columns as the transaction importer is looking for the existing names to know where to put data. Deleting existing columns is likely to cause problems, best to just hide them if you don’t want to see them.
Perfect! thanks for your input!
Thanks for chiming in here @jpfieber, you rock! this is on point.
Here is also a guide from our help center with more do’s/don’ts.
that is great info! thanks!!