Guides for accountants
Learn how to avoid CSV problems when importing financial data.
CSV Date Formatting Guide
Dates break in imports. Here's why and how to fix it.
Excel Leading Zeros Guide
Client IDs and account numbers disappear. Excel's removing them.
Excel Formatting Guide
Unexpected formatting can wreck your data in import.
CSV Import Guide
Learn how to prepare CSV files and avoid common problems.
Excel to CSV Guide
How to convert spreadsheets without losing data.
Google Sheets to CSV Guide
Export a sheet as CSV without breaking dates, codes or accents.
QuickBooks CSV Import Errors
Fix the row limit, duplicate names and header problems in QuickBooks imports.
Xero Contacts Import Errors
Duplicate contacts, wiped details, bank numbers and character limits in Xero imports.
QuickBooks Bank CSV Upload Errors
Fix columns, dates and amount signs in bank uploads.
Client Onboarding Checklist
What to collect from a new client and how, without spreadsheet chaos.
Ready to collect financial data the right way?
These guides cover common CSV problems. Import Builder prevents them before they happen.