Setting up

How can I add additional transactions to my accounting software?

If you’ve had your Tide account for more than 12 months and you’ve just started using accounting software or moved to another provider, the automatic sync can only pull up to 12 months of transactions.

If you want to add older transactions to your accounting software, you’ll need to download those transactions as a CSV file. 

To do that, go to Tide on the web, and in the Accounts menu, select the account you’ll be downloading the transactions from. Apply a filter to only show transactions older than 12 months, then choose Export. Select your accountancy provider if it’s listed, or a standard CSV export if it’s not. Once this is done, you can upload these transactions to your accounting software.

If you need more help with this, go to ‘Can I export my transactions?

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