Articles in this section

Import a CSV statement to an accounting system

To save you some time on bookkeeping, we are looking to integrate with more accounting systems. Xero and Sage are already on our roadmap, and more are coming in the future. In the meantime you can import an Amaiz CSV statement to any accounting software - below you'll find step-by-step instructions on how to do that

Import CSV to Xero

To import your CSV statement to Xero accounting software:

  1. Click Accounting and select Accounts
  2. Find the Xero account you'd like to add the transactions to, click Manage Account and select Import a Statement
  3. Click Browse, select the CSV file and then - Import 
  4. If it's the first import, you'll be prompted to assign each column in the import file to a bank statement field: assign Column 1 to Transaction Date, Column 2 to Transaction Amount and Column 3 to Description; make sure the Date Format is DD/MM/YYYY and click Save
  5. This done, reconcile these transactions to finish importing your Amaiz account history

Import CSV to Wave

  1. From the left-side menu, navigate to Accounting, select Transactions and click Upload a bank statement
  2. Click Choose file and locate the statement you downloaded from your Amaiz and the payment account for which you're uploading a statement, click Upload
  3. Match the data to the CSV columns: 
  • Select Column 1 as the date, click Confirm date
  • Confirm that Column 2 contains the amount
  • Select Column 3 as the Description
  1. Make sure the data match the above and click Upload my statement 
  2. All done! Wave will prompt you to categorise each transaction and to mark them as reviewed

Import CSV to Zoho books

  1. Click Banking and select the account you'd like to import the transaction to 
  2. Click Import statement
  3. Click Choose file, select the CSV file you'd like to upload
  4. Select "Single column with negative values" from the Amount column type drop-down, make sure Character Encoding is set to UTF-8 (Unicode) and File Delimiter is Comma; click Next
  5. Match ZOHO BOOKS FIELD to a CSV column: select Date and Date forms (DD/MM/YYYY), Description and Amount; click Next
  6. Make sure no statement lines contain errors and click Import below

Import CSV to QuickBooks

  1. Go to Import transactions, click "Browse" to open the file you'd like to upload
  2. Make sure the first column is the Date, the second one is the Amount and the third one is the Description; click Continue

That's it! You'll see a success message once the transactions are imported