In this article, you'll find all the information you need to import your transactions from Conio to Finbooks via CSV.
How to download the CSV file from Conio
Follow these steps to download a CSV file from Conio:
open the Conio app and click on Profile
then click on Tax and Reports
lastly click on Receive fiscal report
you will receive your Tax Report directly via email, inside a compressed ZIP folder containing both the document in PDF and CSV format
ℹ️ Older transaction history
if you need tax reports from previous years, you can contact Conio via the in-app chat or by emailing support@conio.com
Import your Conio CSV file into Finbooks
To learn how to import your CSV file into a new connection or an existing one, please check out this article.
