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How to Import Your Expenses

With Peekaboox even accounting is easy to manage!

Keep your accounting always updated by adding your expenses on Peekaboox: you can view the supplier and the associated passive invoice directly from the expense for a simplified reading!

How to create your expenses list from scratch

To add your expenses on Peekaboox you will need to create an expense list in a new CSV file and import it to your back office.

If you don't know how to create a CSV file you can download the template from your back office:

  • Go to the P&L section
  • Expenses
  • Click on import

importa spese

  • Click on CSV: for the moment only the Comma Separated Values (CSV) file is supported, which is however the format used by practically every software to import or export a contact list, but the Excel format (XLSX) will also be available soon.


  • Download the template with comma delimiter.

scarica template

Now let's see how to create the expenses list in the CSV file:

You can choose to open the file with a text editor, or a spreadsheet. I opened it with good old notepad! :) You will find the details of the expense at the header of the file

"Account Code","Amount with VAT","Amount without VAT","Bank Code",Description,"Document Date","Document Number","Payment Date","Statement Date","Supplier Email","Supplier Name",Vat,"Vat Rate"

header spese

It is not necessary that you enter all the data. Required fields are:

  • The document number and date
  • The account code
  • The bank code
  • Amount with VAT

Replace the data you don't want to insert with a comma!

Now let's see how to write the details of the expense. The template already contains two examples to help you.

  • ACCOUNT CODE: you can find the expense codes in the accounting section> Options> Income statement items. It is also always possible to add a new code (mandatory data)

voci conto economico

  • AMOUNT WITH VAT (mandatory data)
  • BANK CODE: the default codes are C1 for check cashier, PC for common cashier, B1 default bank account, PG for payment gateway, but new ones can still be added in the accounting> options> bank accounts section. (mandatory data)

conto bancario

  • SUPPLIER EMAIL: enter the supplier's email.

email cliente

Remember that there must be a supplier in the customer section, with the same email that you enter in the CSV otherwise the supplier will not be linked to the expense and you will have to do it manually.

fornitore agganciato

Once you have entered the entire list of expenses in this way, just upload it to your Peekaboox back office, more or less as before:

  • Go to the P&L section
  • Expenses
  • Click on import

importa spese

  • Click on CSV


  • Select the comma delimiter


  • Upload the CSV file you just created

carica file

How to insert an expenses list downloaded from another management system

If, on the other hand, you were using another management system, export the expenses list in Comma Separated Values format and then upload it to Peekaboox directly following the same process I just mentioned:

  • Go to the P&L section
  • Click on import
  • Click on CSV
  • Select the delimiter you prefer
  • Upload the CSV file you previously exported

Note that if you download a CSV file that has a different header, you will have to standardize it with the Peekaboox model, that is:

  • At least the mandatory fields must be present, even if in different order
  • Only the fields supported by Peekaboox will be imported (i.e. the fields present in the template header)

In addition, Peekaboox sends you a summary email in which you will be notified if all the data has been uploaded correctly and, if not, which errors have occurred.


Who has access to this resource?

  • Manager
  • Accountant