This allows you and your team to categorize transactions in real time, just like you would with a connected integration.
Follow the steps below to download, fill out, and upload your accounting
information into Finally.
Download and Prepare your CSV Templates
From the main menu, click on the Accounting tab.
Select Integrations.
Scroll down to the section labeled "Don’t see your accounting provider?" and click Upload Manually.
Under this section, you’ll see options to download three types of templates:
Categories
Job/Customers
Classes
Click the Download button next to the template you need.
Open the downloaded CSV file and enter your company’s data into the relevant fields.
Make sure not to change the formatting of the templates. Altering column names, deleting rows, or adding extra fields can result in errors during upload.
Upload Your Completed CSV Files
Return to the Upload Manually section under Accounting > Integrations.
Click the Upload button next to the corresponding category (e.g., Categories, Job/Customers, Classes).
Select your completed CSV file and upload it to the platform.
Once uploaded successfully, you’ll see your accounting fields appear under each transaction and in the Finally Card tab.
This setup gives you the ability to code transactions manually, maintaining consistency in your accounting records even without a direct integration.