Import entries from b'Files® into bexio
Many businesses in architecture, planning and construction work with b’Files® and use it to simplify their daily operations. The team behind b’Files® comes from architecture, which often leads to very practical solutions.
When it comes to financial accounting, entries using the cash basis method can be imported into bexio with app.importly.ch.
b’Files® has developed a bexio-compatible CSV export
b’Files® has built a CSV export directly into its software and aligned it specifically with the import into app.importly.ch.
This means:
- Entries are created directly in b’Files®.
- b’Files® generates a file that matches our import requirements.
- You upload this file to app.importly.ch.
- Then you import the entries into bexio.
Benefit: The export from b’Files® is already aligned with the import process. This makes the transfer from the specialist application into your accounting much easier.
Step-by-step instructions directly from b’Files®
b’Files® has published its own clear and well-structured support article that explains the process in its software, from creating the CSV file to exporting it.
For more information, visit b’Files® directly:
Conclusion
The combination of b’Files® and Importly makes importing entries into bexio especially efficient for businesses in architecture, planning and construction. If the CSV export is prepared properly, the import can be completed without detours.