Import Google Sheets and Excel Data into Accounts
Bring transaction rows from supported Google Sheets or Microsoft 365 workbooks into a review queue and check mappings before posting.
Open spreadsheet connectionsPrepare the source columns
Keep one transaction per row and identify dates, descriptions, amounts and currencies. Record debits and credits consistently before importing.
Connect the file through its provider
Use the connection picker and authorise the appropriate file or provider access. Review the selected sheet or range before proceeding.
Test a small range first
Check whether a date such as 07/11 is interpreted as intended and verify the amount signs. Resolve errors in the review queue before posting.