How to import or export your accounting entries as CSV
Bring many entries in at once from a CSV, or download your ledger as a CSV file.
Steps
Open Accounting and click Import movements.
Click Download template to start from a ready file.
Fill the file with the columns date, type and amount, and optionally company, account, category, description, reference and status.
Choose the file and check how many entries are ready and how many rows are skipped.
Click Import with the number of entries.
To download your ledger, click Export CSV.
Tips
- Valid types are income, expense, funding, payout, deposit and withdrawal. The file needs a header row.
- Export CSV downloads the entries that match your current filters. You can import that file again.
Related guides
Still stuck?
Tell us what you were trying to do and what happened. A person replies by email, usually within one business day.