ZipBooks lets you connect your bank account so that your transactions are automatically imported into your account.
If for any reason that’s not an option, you can still import your transactions so that you don’t need to enter them all manually.
Here's how to import transactions:
- Log in to ZipBooks and click on Transactions at the top of your screen.
- Click on Import toward the top right corner of your list of transactions. The Import Transactions window will appear.
- Download the Transactions Import CSV Template by clicking on the blue link.
- Export transactions from your bank or former accounting program.
- Copy and paste each column from your exported document into the matching columns in the ZipBooks CSV.
- Save to your computer.
- At the bottom of the Import Transactions window, click the Choose File button to find the CSV on your computer.
- Click the blue Import button.
- Once your transactions have been uploaded, double check to make sure they imported correctly.
And you’re done! You’ve saved yourself a whole lot of time by importing your transactions instead of putting them in manually.
How to migrate data for a client:
If you’re an Accountant managing multiple accounts, you can migrate data from your client list without having to login to a client’s account.
- From ZipBooks Accountant, click Clients
- Find the client you’re looking for and click the three dots to the right
- Select Migrate data.
- The Import Transactions window will open.
- Select the Import type (“Standard”) from the dropdown
- Use the same Transaction Import CSV template to migrate data and then upload the file.
- Click Import
Once uploaded, simply confirm your transactions in ZipBooks and you’re all set! (If you’re looking to migrate data from QuickBooks, here’s how).
Here a few tips that will make importing to ZipBooks even easier:
- Don’t change the header line in the CSV at all
- Account name is the name of the bank account as set up already in your ZipBooks account
- No commas, dollar signs or negatives for expenses or deposit transactions
- If you choose to categorize transactions in the CSV file, expense or revenue categories must be already set up, and exactly as named in ZipBooks.
- We recommend creating this file in Google Sheets to ensure no extraneous code that may interfere with the upload.
- We also recommend breaking a large import into smaller pieces, so any issues can be pinpointed more easily.
This is what your .csv file should look like - no formatting, no changes to the header line, and all the fields filled out. (The one exception is the Category column - that can be left blank).
After importing, the data will be available in ZipBooks!