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How to Import Your Revenues on Peekaboox

With Peekaboox even accounting is easy to manage!

The accounting section of Peekaboox is integrated and synchronized with the invoices section, so it will update automatically. But if by chance you have issued invoices outside the platform and you want to keep your accounting updated, you can also import a list of revenues!

How to create your revenue list from scratch

If you want to import your paper revenues list, or your list is in some other format, you will need to create a new CSV file and import it into Peekaboox.

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
  • Click on import


  • 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 revenue 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! :) Opening the file you will find a header with the the details of the revenue:

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

header ricavi

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

The data you don't want to insert replace it with a comma!

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

  • ACCOUNT CODE: it depends on the code you used in the accounting> Options> Income statement items. 100 is always assigned to revenues; 200 is editable. It is also always possible to add a new code (mandatory data)

voci conto economico

  • AMOUNT WITH VAT: the total 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

  • CUSTOMER EMAIL: enter the customer's email. Remember that there must be a customer already entered in the customer section, with the same email that you enter in the CSV otherwise the customer will not be linked to the revenue and you will have to do it manually.

email cliente

  • CUSTOMER MODE: write USER for customer without VAT number and COMPANY for customer with VAT number or company. As we have already mentioned, these are not a mandatory field, but by entering the customer, it will be associated with the revenue

cliente agganciato

  • DESCRIPTION - it means the business with which you got the revenue. I repeat, these are optional data that are only used for reporting purposes.
  • DOCUMENT DATE & DOCUMENT NUMBER (mandatory data)

Once you have entered the entire revenues list in this way, just upload it to your Peekaboox back office:

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


  • Click on CSV


  • Select the delimiter you prefer


  • Upload the CSV file you just created

carica file

How to insert a revenue list downloaded from another management system

If, on the other hand, you were using another management system, export the revenue 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