Import into accounting

This documentation is outdated

The most complete and up-to-date documentation is the one of Banana Accounting Plus: Try it now

In this article

New import extensions

In the new version Banana Accounting Plus, you will find new extensions for importing data from SmartBusiness and also files in .zip format.
We advise you to switch now to Banana Accounting Plus and take advantage of the many new features.

The Import to accounting command from the Account1 menu makes it possible to import data from different file types.

It is being used to pick up data at regular intervals (for instance, monthly transactions from the bank statement)

In order to transfer data just one single time, please consult Transferring data from other accounting software.

Procedure for importing

  1. Choose the destination table of the data
  2. Choose the file type from which to import
  3. Indicate the file name
  4. Choose the transactions to be imported

Destination tables

For each data type, there are specifique pages

Import formats

According to the type of destination table, different import formats are availbale.

However, the following formats are available for all options:

  • Text file with column headers
    These are files that are especially created with other programs (for example, a program that creates invoices) so that the data can be transferred into Banana Accounting.
    Technical indications on how to prepare these type of files can be found here, in English.
  • There are also other file types for which a specific import filter exists or has been created.

File name

  • The name of the file of which the data need to be imported needs to be indicated here. 

Manage filters

Ok Button

  • Starts the import.