Import into accounting

Supported import formats

With Banana, one can import from whatever format (see the list of current supported formats). In case you should need to import from other file types that are not included in the list, specific Banana Import Apps can be developed.

The Import to accounting command

The Import to accounting command from the Account1 menu makes it possible to import the following data:

  • Transactions - to transfer the transactions from another Banana file or from the bank statement
  • Accounts - to transfer the accounts from another Banana or a text file
  • VAT codes - to transfer the VAT codes from another Banana file or from a text file
  • Files - to transfer a complete file in order to convert the Chart of accounts

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 table

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.
  • 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 apps...

Ok Button

  • Starts the import.

Error messages

In case error messages appear during an import operation, update, first of all, the Import App.

 

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