Hey Everlancers!

A very common request the ability to import trip or transaction history from other similar apps. We now support imports from MileIQ and QuickBooks Self-Employed exported reports, as well as a Custom format outlined below:

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.

As always, please let us know if you need help with anything at support@everlance.com