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Data imports

Bring your own spreadsheets.

Clearer work, fewer loose ends

  • Bring your own spreadsheets.
  • Whatever you have been tracking in a spreadsheet has a home here.

Data imports

Step 1

Bring your own spreadsheets

Whatever you have been tracking in a spreadsheet has a home here.

What your accountant sees

Guided CSV importers for transactions, chart of accounts, trial balance, invoices, bills, customers, vendors, products and services, tags and taxes.

Back to Client Workspace
  • Guided onboarding

    From signup to a live set of books, in order.

    Read more
  • Conversion balances

    Opening balances that reconcile cleanly from day one.

    Read more
  • Managed Xero migration

    Move from Xero with the migration handled for you.

    Read more

See data imports on your own data