Import from FreeAgent using CSV
Use FreeAgent’s Trial Balance report with Transactions CSV (inside a downloaded .zip when offered), then upload that export in xontax.
This section is only about the CSV upload path in Settings. Elsewhere on this site we also describe automatic pulls from your old package where we ship that—those are separate from the manual export steps here.
Export your transaction history from FreeAgent
- In FreeAgent, click the Accounting tab at the top and select Reports.
- In the Detailed section, select Trial Balance.
- Set your date range — choose Custom date range and set from your business start date to the day before you connect your bank to xontax.
- Click Export Report in the top-right corner.
- Select Transactions CSV from the dropdown — not Summary CSV, which only shows balances.
- FreeAgent downloads a .zip file. Upload that .zip directly in xontax — it will extract the CSV automatically.
Import the CSV files in xontax
- Open xontax in your browser and sign in.
- Go to Settings, then open the legacy bookkeeping import section. Click Choose file and select your export — xontax accepts .csv, .txt, and .zip files.
- Upload each CSV in turn when the product asks for it. If column headers differ from our template, map columns on screen before confirming the import.
- When you have both a journal file and open sales or purchases lists, upload the journal export first if you can—it is usually the clearest anchor for historic postings; invoice or bill CSVs may need an extra mapping pass.
- Review imported lines in your ledger after processing finishes. Fix categories or dates in xontax if anything looks off.