Setup

Follow the below three steps to set up your data for EdgeFlow Cash.

  1. Download/view your Data Template
  2. Set Up Your Accounting Software Reports
  3. Update your Data

Data Template

DESCRIPTION
Data Templates Sheet
(available on Google Sheets)
EdgeFlow Cash™ uses a Google Sheets integration to import your transaction data from your account's specific Google Sheets® file.

You can find a link to your Google Sheets® file by viewing your user profile page (or Contact Us using the email on your account).

View our Data Templates sheet for a clear explanation of how to upload the correct data to your specific file.

click here if you need help with this step

Report

DESCRIPTION
Data Templates Sheet
(available on Google Sheets)
Below are reporting instructions to get the right EdgeFlow Cash™-ready data out of our customers' most popular financial software. If you do not see instructions for your financial software Contact Us and we will put it together for you!
click here if you need help with this step

If you do not see instructions for your financial software Contact Us and we will put them together for you!

Update Your Data

1. Run and export the above reports to .csv and open them in your favorite spreadsheet software.
2. Copy-paste your reports into your google sheets. (Make sure to clear out existing data from each of the tabs before adding new data.
3. Now you are ready to start a new session. Open the App.
EdgeFlow CA$H™
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