In this article, you'll find all the information you need to import your transactions from Folionet to Finbooks via Excel file.
What to upload
To connect Folionet to Finbooks, you'll need the Statements & Tax Records spreadsheet file. This file contains your account's transaction history for the period you select.
â ïž You must import the complete history of your Folionet account
Make sure the time frame you select covers the entire period of account usage, from the first day you used Folionet until today's date.
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 file from Folionet
Follow these steps to download your transaction history from the Folionet mobile app:
log in to your account using the Folionet iOS or Google Play app
navigate to your Account Settings or Profile section
locate the Statements & Tax Records or Documents page
select the specific time frame or transaction history data you want to retrieve
tap the download or share icon and save the document to your device as a spreadsheet file
Import your file into Finbooks
To learn how to import your file into a new connection or an existing one, please check out the dedicated article on how to upload a file to Finbooks.