CSV and Excel exports
Import transaction CSV and Excel exports into your books
If you already have transactions in a spreadsheet, upload it. Bank CSV exports, Stripe and PayPal payout reports, Shopify and Square sales exports, even the CSV you exported from your old accounting app before cancelling.
What happens
What ProfitBooks does with it
- CSV, XLSX, OFX and QFX files
- Columns detected automatically: date, description, amount, balance
- Stripe, Square, PayPal, Shopify and Amazon payout reports
- Exports from Xero, Wave and FreshBooks when switching
- Duplicate rows against existing statements skipped
Other things you can upload
FAQ
Questions, answered
Which is better, a CSV or the PDF statement?
The PDF statement, when you have it. It is the document your bank stands behind, it carries opening and closing balances for reconciliation, and it covers exactly one period. Use CSVs for payment processors and platforms that do not issue statements.
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