Exporting to your accounting software

Looking to export data as CSV to your accounting software?

Rvvup now offers the ability to export a transaction report in formats specifically compatible with popular accounting software including:

• Xero
• Quickbooks (Intuit)
• Clearbooks
• Sage
• Zoho

ℹ️ How to export the CSV for your accounting software

1. Log into your Rvvup Dashboard.
2. Navigate to the Orders menu via the left side-bar.
3. Produce the desired group of results by using the Search bar and/or Date and Amount filters.
4. Click on the Export button and select your preferred accounting software from the drop-down menu.

ℹ️ How to import the CSV into your accounting software:

Xero

1. Log into your Xero account.
2. In the Business menu, select Invoices.
3. Click Import.
4. Click Browse and select your saved CSV file (downloaded from Rvvup).
5. Choose whether you want to update your contacts' address details or not.
6. When asked whether the prices in UnitAmount column are tax exclusive or tax inclusive, choose tax exclusive.
7. Click Import.
8. Review the import message in Xero. If there are errors in the file, click Go Back, fix the errors, then import the file again. Otherwise, click Complete Import.

Quickbooks

1. Log into your Quickbooks (Intuit) account.
2. Confirm that multi-currency has been enabled.
3. Navigate to Settings.
4. Select Import data.
5. Click on Invoices.
6. Choose Browse and then find the saved CSV file (downloaded from Rvvup).
7. Select Next.
8. Click on Start Import.

Clearbooks

1. Log into your Clearbooks account.
2. Navigate to Tools.
3. Click on Import, then select Overview.
4. Select the CSV import link.
5. Click on Sales Invoices.
6. Find the saved CSV file (downloaded from Rvvup).
7. Choose the Upload box or drag and drop the file into the Upload a CSV field.
8. Select the Import button.

Sage

1. Log into your Sage account.
2. Navigate to Purchases
3. Select Quick Entries.
4. Select New Quick Entry.
5. Click on Import Quick Entries.
6. Select Choose File.
7. Locate the saved CSV file (downloaded from Rvvup) and click Open.
8. Click Upload.

Zoho

1. Log into your Zoho account.
2. Go to the Sales module on the left sidebar and select Invoices.
3. Click the Hamburger icon on the top right corner of the page.
4. Select Import Invoices.
5. Click the Choose File button under Upload file and upload the file from your computer
6. Click Next