CSV output format specifications for Zera Books: encoding options, delimiter settings, column structure, sample output, and platform-specific compatibility for QuickBooks, Xero, Sage, Wave, Zoho, and FreshBooks.
The standard CSV output for bank statement conversions. Column order is fixed. Optional columns are appended when data is available.
| Position | Column Name | Format | Example Value |
|---|---|---|---|
| 1 | Date | MM/DD/YYYY (configurable) | 01/15/2025 |
| 2 | Description | Text (double-quoted if contains comma) | "Amazon.com Purchase" |
| 3 | Debit | Numeric, 2 decimal places | 124.99 |
| 4 | Credit | Numeric, 2 decimal places | (blank) |
| 5 | Balance | Numeric, 2 decimal places | 18203.44 |
| 6 | Category | Text | Office Supplies |
| 7 | Confidence | Integer (0–100) | 92 |
| 8 | Original Description | Text (double-quoted) | "POS PURCHASE AMAZON.COM WA" |
| 9 (optional) | Reference | Text | CHK#1042 |
All encoding and delimiter settings are configurable in the export settings panel before downloading.
| Setting | Options | Default | Use Case |
|---|---|---|---|
| Encoding | UTF-8, UTF-8 with BOM, ISO-8859-1 | UTF-8 | UTF-8 BOM for Excel on Windows (prevents character corruption) |
| Delimiter | Comma (,), Semicolon (;), Tab (\t), Pipe (|) | Comma | Semicolon for European locales; tab for legacy accounting systems |
| Date Format | MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD | MM/DD/YYYY | ISO 8601 (YYYY-MM-DD) for database/API imports |
| Amount Format | Separate Debit/Credit, Signed single column | Separate Debit/Credit | Signed single column for platforms expecting -/+ notation |
| Thousand separator | None, Comma, Period | None | None recommended for programmatic import; comma for human review |
| Header row | Include, Suppress | Include | Suppress for systems expecting data-only input |
| Text quoting | Quote all fields, Quote when needed | Quote when needed | Quote all fields for strict RFC 4180 compliance |
Upload any bank statement PDF and see the CSV output with configurable encoding and delimiter settings.
Try for one week →Platform presets automatically configure all encoding, delimiter, date format, and column order settings to match the import requirements of each accounting platform.
Columns: Date, Description, Amount (signed). Encoding: UTF-8. Date: MM/DD/YYYY. Amount: single signed column. Compatible with QBO's "Import transactions" wizard.
Columns: Date, Amount, Payee, Description, Reference. Encoding: UTF-8. Date: DD/MM/YYYY. Amount: signed. Matches Xero's manual bank statement import format.
Columns: Date, Ref, Description, Net Amount, Tax Code, Tax Amount. Encoding: ISO-8859-1. Date: DD/MM/YYYY. Comma-delimited. Matches Sage 50 transaction import template.
Columns: Date, Description, Amount (signed), Account Name. UTF-8 encoding. Date: MM/DD/YYYY. Negative for expenses, positive for income.
Columns: Date, Merchant, Amount (signed), Category. UTF-8 with BOM. Date: YYYY-MM-DD. Compatible with FreshBooks CSV import.
Columns: Date, Payee/Payer, Amount (signed), Account. UTF-8. Date: MM/DD/YYYY. Matches Zoho Books transaction import format.
CSV output for invoice and financial statement conversions uses different column structures appropriate to each document type.
| Column | Data | Example |
|---|---|---|
| 1 | Invoice Number | INV-2025-0042 |
| 2 | Vendor Name | Staples Business |
| 3 | Invoice Date | 01/15/2025 |
| 4 | Due Date | 02/14/2025 |
| 5 | Line Item Description | Office Chair Model X200 |
| 6 | Quantity | 2 |
| 7 | Unit Price | 299.99 |
| 8 | Line Total | 599.98 |
| 9 | Subtotal | 599.98 |
| 10 | Tax Rate % | 5.00 |
| 11 | Tax Amount | 30.00 |
| 12 | Total Amount | 629.98 |
| 13 | PO Number | PO-2025-112 |
| 14 | Payment Terms | Net 30 |
Zera Books CSV output uses UTF-8 encoding by default. This handles special characters in transaction descriptions. A UTF-8 BOM (byte order mark) option is available for compatibility with older Excel versions on Windows.
Zera Books supports comma (,), semicolon (;), tab (\t), and pipe (|) delimiters. Comma is the default. Semicolon is recommended for European locales where commas are used as decimal separators.
Amounts are formatted as plain numeric values with 2 decimal places and no currency symbol or thousand separator in the default output. The thousand separator and currency symbol options can be enabled in export settings. Negative amounts use a minus sign prefix.
Yes. The first row of every CSV output is a column header row. Header names match the column names in the Zera Books data schema. The header row can be optionally suppressed for systems that expect data-only input.
Explore related Zera Books features and documentation.
Zera Books exports categorized CSV with configurable encoding, delimiters, and platform presets — ready for any accounting system.
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