Importing CSV into Accounting Software
Learn how to import your converted CSV files into popular accounting software like QuickBooks, Xero, Sage, and others. Step-by-step import instructions.
Frequently Asked Questions
How do I import CSV files into QuickBooks?
In QuickBooks, go to File > Import > Excel Files, select your CSV file, map the columns to QuickBooks fields, and complete the import. Our CSV format is optimized for QuickBooks import.
Can I import into Xero?
Yes, in Xero go to Accounting > Bank Accounts, select your account, click Import, and choose your CSV file. Xero will guide you through mapping the columns.
What about Sage?
In Sage, use File > Import > CSV to import your invoice data. Make sure to map invoice numbers, dates, and amounts to the correct Sage fields.
Do I need to format the CSV before importing?
Our CSV files are already formatted for accounting software import, but you may need to map columns to match your specific accounting software's requirements.
What if the import fails?
Check that date formats match your accounting software's requirements, ensure currency symbols are correct, and verify that required fields (like invoice numbers) are present.
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