The Accounting Export Hub on Business HQ exports sorted invoices to QuickBooks, Xero, or Sage CSV formats and can import bill rows from those platforms back into your Ledger.
What this guide covers
Exporting CSV files per platform, importing accounting CSVs, daily export limits, and when to use ZIP downloads instead.
Before you begin
- Pro or Business plan with Accounting Export Hub enabled.
- Processed invoices in Ledger for exports, or a CSV from your accounting software for imports.
- Uploader role or higher for imports.
Step-by-step: export to QuickBooks, Xero, or Sage
- Log in at /login and open Business HQ (/account/business).
- Scroll to Accounting export hub in the Capture & export section.
- Pick a platform row: QuickBooks, Xero, or Sage.
- Click Export CSV on that row.
- Save the downloaded file and import it in your accounting software.
Step-by-step: import bills from accounting CSV
- On the same hub row, click Choose file under Import.
- Select a CSV export from QuickBooks, Xero, or Sage.
- Submit the form and read the status message.
- Open Ledger to see imported rows and Processing if PDFs are queued.
Step-by-step: choose export vs ZIP
- Use CSV export when your bookkeeper imports structured bill data.
- Use Downloading ZIP exports from Browse when they need original PDFs.
- Business customers can also use Bulk ZIP downloads for full archives.
What you should see
- Per-platform Export CSV download links.
- Import status text after a successful or failed CSV upload.
- New Ledger rows matching imported vendor bills.
- Daily export usage limits on busy days (plan-dependent).
Tips and common issues
- Exports include vendor, dates, amounts, and categories from sorted PDFs.
- Import CSVs must be under 5 MB and match the selected platform format.
- Imports create ledger rows; they do not replace uploading vendor PDFs for audit copies.
- Accountants with the Accountant role can export read-only.
Related guides
Tip: Export CSV after month-end Processing completes so every bill in Ledger lands in the file.
Frequently asked questions
Which plans include the hub?
Pro and Business. Free does not include Accounting Export Hub.
Can I export PDFs through the hub?
No. CSV is for accounting import; PDFs come from Browse ZIP actions.
What if import says too many rows?
Your plan sets a per-import row cap; split the CSV or upgrade.
Scenario walkthrough
Imagine it is the 28th of the month. You log in at /login, land on Dashboard (/dashboard), and scan the stat tiles: Tracked spend, Estimated tax (if on Business), Account credit, and Open invoices for your FilePile subscription. You open the Upload tab, add any PDFs that arrived today, then switch to Processing until each row shows completed. You check Ledger for amounts and Browse for folder paths. If Business HQ (/account/business) applies to your plan, you open the relevant panel next. Finally you visit /docs if you need a deeper guide.
Glossary (FilePile terms)
- Dashboard: main workspace at /dashboard with Upload, Processing, Ledger, Tasks, Browse tabs.
- Business HQ: owner tools at /account/business including Payment Command Center, Email Invoice Inbox, Spend Budgets, Approval Workflows, Bank Reconciliation, Tax estimates, Executive P&L, and Accounting export/import.
- Profile: separate business archive under one login; see /account/profiles.
- Ledger: searchable table of processed vendor invoices.
- Tasks: review queue for missing fields or billing mismatches.
Keyboard and navigation habits
Use the left sidebar consistently: Dashboard for daily PDF work, Business HQ for payables and reporting, Reminders at /account/reminders for email preferences, Help center at /docs for articles like this one. The Invoice workspace never uses a tab named Process; uploads always start on Upload.
When to contact support
Contact support if a valid PDF fails after three retries on Processing, if team invites never arrive, if billing charges look incorrect on /account/invoices, or if Business HQ panels stay locked after a confirmed upgrade. Include your account email, active profile name, and screenshot of the error row.
Record-keeping reminder
FilePile sorts and extracts PDFs you provide. It does not replace professional tax, legal, or accounting advice. Keep original vendor emails and bank records alongside your FilePile Browse archive for audit readiness.
Export naming
Downloaded files use names like filepile-quickbooks-export-YYYY-MM-DD.csv so bookkeepers can sort exports by date in shared folders.
Quick reference card
| Item | Value |
|------|-------|
| Login | /login |
| Register | /register |
| Dashboard | /dashboard |
| Business HQ | /account/business |
| Company | /account/company |
| Reminders | /account/reminders |
| Help | /docs |
| Plans | Free (25/mo), Pro, Business |
| Upload types | PDF only on Dashboard |
| Workspace tabs | Upload, Processing, Ledger, Tasks, Browse |
Keep this table handy when onboarding teammates so nobody searches for a Upload tab that does not exist.