In this article, you'll find all the information you need to import your transactions from Kinesis to Finbooks via CSV file.
â ïž You must import the complete history of your Kinesis account
The Account Statement must cover the entire period of account usage, from the first day you used Kinesis until the date you generate the report.
If the full history cannot be downloaded in a single export, make sure that all uploaded files together cover the full period without gaps.
How to download the Kinesis CSV file
Follow these steps to download a CSV file from Kinesis:
enter the Transactions tab on top of the: Home, Assets, Exchange, or Payments page
locate the Export Statement option by clicking the three-dot menu in the top-left corner of the page
a pop-up with supported Statement Types will be displayed, select Transactions and set the currency
lastly, click on the Export button
Import your Kinesis 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.