This feature allows you to import trip or transaction history from other similar apps. We support imports from MileIQ and QuickBooks Self-Employed exported reports, as well as a Custom format outlined below (if you have your own data and are not transferring from another app):
Custom Formats
Watch this one-minute tutorial or keep reading!
Trips
1. Create an Excel spreadsheet with the following column names: Date (mm/dd/year format), Miles, Purpose, Income Source, From, To, Notes.
2. Then add or copy/paste in the trip data that you want to import and save the file as a CSV.
3. The final result should look something like this:
4. Go to our web dashboard at https://dashboard.everlance.com and into the Settings > Import History section, then upload the CSV file.
Transactions
Watch this one-minute video tutorial or keep reading
1. Create an Excel spreadsheet with the following column names: Amount, Date, Merchant, Category, Purpose, Income Source, and Notes
2. Then add or copy/paste in the trip data that you want to import and save the file as a CSV.
3. The final result should look something like this:
4. Go to our web dashboard at https://dashboard.everlance.com and into the Settings > Import History section, then upload the CSV file.
MileIQ and Quickbooks Self-Employed
We support the normal exports that you get from MileIQ and Quickbooks Self-Employed. Just export a report and then upload it in the Settings > Import History section of our web dashboard.
Customer Support:
If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.
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