Why Accounting Imports Fail

Accounting systems have strict import requirements. A single formatting error can cause your entire import to fail:

• Date format mismatch — Software expects MM/DD/YYYY but your export uses DD/MM/YYYY
• Missing required fields — Customer name, account code, or transaction type not specified
• Column name errors — Headers don't match the exact field names software expects
• Amount formatting — Currency symbols, thousands separators, or negative numbers formatted wrong
• Character encoding — Special characters or currency symbols break the import

Our import preparation tools fix all these issues automatically.

How Import Tools Work

1. Upload your source file — Transaction export, sales report, or payment data
2. Automatic format detection — We identify the source platform and data structure
3. Column mapping — Match your data fields to accounting system requirements
4. Data transformation — Convert dates, format amounts, clean text fields
5. Validation check — Verify all required fields present and properly formatted
6. Download import file — Get a file guaranteed to import without errors

What Data Can You Import?

• Sales transactions — Invoices, receipts, orders with line items
• Payment records — Bank deposits, credit card batches, payment processor payouts
• Expense tracking — Vendor bills, receipts, purchase orders
• Customer data — Contact information, billing addresses, payment terms
• Product catalogs — Items, services, pricing, inventory quantities
• Bank transactions — Statement downloads, bank feeds, reconciliation data

Import Format Requirements by Software

Different accounting platforms have different import format requirements:

• CSV imports — Specific column order, header names, and data types
• Excel imports — Sheet structure, cell formatting, formula handling
• Proprietary formats — IIF, QBO, QFX, and other accounting-specific file types
• Regional variations — Date formats, decimal separators, currency symbols vary by country

Select your accounting software and we'll generate the exact format it needs.

Common Import Scenarios

• E-commerce sales — Import online store orders into accounting books
• Payment processor data — Load card payments, fees, and payouts
• Bank reconciliation — Import statement transactions for matching
• Historical data — Load past transactions when starting new accounting system
• Multi-location business — Aggregate transactions from multiple sources

Privacy & Processing

All file conversions happen in your browser using WebAssembly. Your financial data never leaves your computer — no cloud uploads, no server processing, no data retention. Complete privacy for sensitive business information.