Help center
Bringing data in
Move from another app, import bank statements and forward receipt emails.
- Move to Tallibook from another appExport your customers, recurring charges, open invoices and products from your old app, drop the files into Move to Tallibook, check one summary and bring it in; you can undo it.
- Import a bank or card statementIn Money → Import, pick the account, drop in the statement your bank lets you download (CSV, Excel, OFX/QFX/QBO or PDF), check the preview and import; it all lands in To review.
- Forward email receipts to TallibookForward receipt emails to your private Tallibook address (Settings → Email receipts), or set up auto-forwarding once; each one is read and waits in To review.
- Upload a pile of receipts at onceIn Money → Import, under Upload receipts, pick up to 50 photos, PDFs or saved emails at a time; each is read and waits in To review.
- Export your customer listOn Customers, tap Export and choose Excel, CSV or Contacts (vCard), for just the customers you're looking at or all of them.
- Undo an importOwners and admins can undo a statement or receipt import from Money → Import, and a Move to Tallibook import from Settings → Move here; anything you've used since is kept.
Still stuck?
Email us at hello@tallibook.com and tell us what you were trying to do.