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πŸ“„ Adding data to Earnr
Can I import data from another app or bookkeeping tool?
Can I import data from another app or bookkeeping tool?

Import or upload data from FreeAgent, Xero, Quickbooks, Coconut, Osomo, or any other company

Enzo avatar
Written by Enzo
Updated over a week ago

Yes, of course.

You need to request a copy of your data from your current provider and share this with us.
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We can upload any transaction data stored in Excel or a Google Sheets document. It's very important that this Excel or Google Sheet document contains the following three columns or rows:

  1. Date of payment or transaction

  2. Name of payer or payee depending on whether you were paid, or you paid someone else

  3. Transaction amount. We assume a negative amount is an outgoing transaction and a positive amount is an incoming transaction

You can either use a template we've prepared or use your own template.

just click on the button below and take a copy of the document.

Once you're ready to share your spreadsheet, just send us a message in the help section of the app. We will get your transaction record uploaded to Earnr in no time.

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