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Not every bank connects to a live feed, and sometimes your financial history lives in a spreadsheet. To make importing your data as seamless as possible, you can now upload a CSV bank or credit card statement into TrulySmall Accounting, right alongside your QBO, QFX, and OFX files.
Upload Your Bank’s CSV Simply drop a .csv file into your Inbox, or upload it directly from an account page. We automatically work out the columns for you, mapping out the date, description, amount (or separate withdrawals and deposits), balance, merchant, and card number. It works perfectly with the exports most banks offer, as well as with CSVs exported from QuickBooks Online, Xero, or your own custom spreadsheet.
Check Before You Import You can now see your first rows exactly as they’ll come in, with withdrawals highlighted in red and deposits in green. Does something look off? You can easily change what a column means, pick a new date format, or flip the signs with a single click. If your credit card file displays your charges as deposits, we’ll automatically spot it and offer the fix for you.
The Right Account, With No Duplicates We automatically match the uploaded file to the account you imported it into last time, or by its card number. Have a new card? We’ll suggest a new account name like “Credit Card 6934”, and even work out the opening balance directly from the file. Uploading an overlapping file won’t create duplicate entries, and if the running balance ever fails to add up, we’ll show you the exact row that’s off before anything gets imported.
Remembered for Next Time We save each specific file layout for your business. This means the next statement you upload from the same bank will skip the column check entirely and go directly to import, saving you valuable time. After an import is complete, a single click takes you straight to your new transactions.
For more information, please refer to our comprehensive visual guide here. Got a stack of statements to catch up on? Sign up for TrulySmall Accounting today and enjoy a free 14-day trial.
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