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Importing Transactions

Manually import your client’s bank transactions into Digits using a CSV file. Easily upload, map, and categorize data—keeping your Ledger complete even when a direct connection isn’t available.

How to Import Transactions via CSV

  1. Download a CSV file from your client’s bank or provider.

  2. In Digits, go to Accounting → Ledger.

  3. Click the dropdown next to New Transaction → Import Bank Transactions.

  1. Download the CSV import template in the pop-up window.

  1. Fill in the template with your client’s transactions.

  2. Upload the completed file and map each column to the correct Digits fields.

    • For bank transactions, select the appropriate Bank or Credit Card category.

  3. Click Next to review and complete the import.

Important Notes About Imports:

  • Account visibility: Don’t see an account? Make sure it’s set as a Bank or Credit Card subtype in Category Manager — that’s how Digits identifies eligible accounts.

  • Journal Entries: Need to import journal entries instead? See Journal Entries in Digits.

  • ✨ Powered by Digits: Once uploaded, transactions are automatically categorized and assigned to the correct parties — no spreadsheets or guesswork required.

  • Processing Time: Imports typically finish within 1–10 minutes, depending on file size. If processing takes longer than 30 minutes, contact Digits Support.

  • Editing & Deleting: CSV-imported transactions can be fully edited or deleted as needed.

  • Cutover Dates: If your client migrated from QuickBooks Online (QBO), CSV imports are only allowed after the cutover date. Transactions before that date are managed by the QBO sync.

Frequently Asked Questions

Do I need a CSV import if my client uses a major bank?

Usually not. If your client’s bank connects through Plaid, transactions sync automatically. But CSV imports are still useful for historical data or unsupported accounts.

How can I export transactions from my client’s bank?

If you need to download a CSV file manually, check the bank’s export options. Here are direct guides for popular institutions:

For other banks, search your client’s online banking portal for “Export CSV” or “Download Transactions.”

What types of data can I import with CSV?

You can import transaction data such as date, amount, description, and party. Balances and statements are managed automatically by connected banks.

Why is my CSV import not showing up?

Ensure your CSV matches the template format exactly. Missing headers, blank rows, or incorrect account subtypes may cause the import to fail.

How long does it take to process an import?

Usually within 1–10 minutes, depending on file size. Larger imports may take longer.

Need help? Contact us at [email protected].