What file format do I need for imports?

OneBookPlus accepts CSV (Comma-Separated Values) files. Most tools like Excel, Google Sheets, Xero, and MYOB can export data as CSV. Make sure your file has headers in the first row. Date formats should be DD/MM/YYYY or YYYY-MM-DD.

Can I export data for my accountant?

Yes! Go to Settings → Export, select the data type (Invoices, Expenses, Contacts, etc.), set an optional date range, and click Export. You'll get a CSV file you can email directly to your accountant or open in Excel.

Import & Export

Import contacts, invoices, and bookings from CSV. Export your data for backups or your accountant.

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Import Data from CSV

Import contacts, invoices, and bookings from CSV files — perfect for migrating from another tool.

Export Your Data

Download your contacts, invoices, bookings, expenses, and services as CSV files.

Frequently Asked Questions

Related help categories

Getting Started help Invoicing help Contacts & CRM help Bookings & Scheduling help Quotes help Accounting & Bookkeeping help Browse all Help Centre categories