Import · any spreadsheet Any spreadsheet in.
Everything out, any time.
Import customers, suppliers, items, opening balances and bank statements from Excel or CSV — mapped, validated and committed in one wizard — and export your data to XLSX whenever you want.
Map, validate, commit
one wizard for every import type
Balances per party
opening balances linked to each customer and supplier
Export always
customers, suppliers, items and transactions to XLSX
Three steps from spreadsheet to ledger.
Upload
Drop your Excel or CSV file — customers, suppliers, items, opening balances or a bank statement.
Map and validate
Match your columns to OneBooks fields; validation flags every problem row before anything posts.
Commit
One click posts the import atomically — all or nothing, with a clear result.
The whole starting position.
Master data and balances are the two things a migration needs to get right. Both are first-class here.
- ✓ Customers and suppliers — names, contacts, tax IDs, terms.
- ✓ Items — sales and purchase prices, default VAT rates, per-item accounts.
- ✓ Opening balances — per customer and supplier where you give a code, so aging is right from day one.
- ✓ Bank statements — CSV or Excel from any bank, straight into reconciliation.
- ✓ Whitespace-safe — an empty cell is empty, never silently a zero.
Software you can leave is software you can trust.
Your history comes in cleanly, and your data goes out whenever you ask for it.
- ✓ All or nothing — a failed import rolls back; there are no half-imported states.
- ✓ Reviewed first — you see every row and every flag before committing.
- ✓ Export to XLSX any time — customers, suppliers, items and transactions.
Import & export — common questions
What file formats work?
Excel (XLSX) and CSV for imports; XLSX for exports.
Can opening balances be linked to specific customers?
Yes — include a customer or supplier code and each balance posts to that party, so receivables and payables aging is correct from the start.
What happens if a row is invalid?
Validation flags it before commit. A commit is atomic: if anything fails, nothing is posted and you get a clear report.
Can I export my data if I leave?
Always — customers, suppliers, items and transactions export to XLSX whenever you want.
Import your data today.
Start free, upload your customer and item lists, and send your first invoice in minutes.