How to Import Manual Accounts in Puzzle

Sometimes you have an account that’s not directly integrated with our automated connections.

This means there’s some manual work required to have a complete financial picture of your business.

The steps are simple:

Create a new non-integrated account

Add your entries at least once a month

Here’s how.

You’ll want to import a csv under a non-integrated upload, ironically, under Integrations.

Navigate to Integrations —> “Add connection” —> Manual accounts

Click “Connect”.

Add a name (bank or credit card) or a provider (payroll), and fill out the other fields.

These will help you identify this account when using the Puzzle app in various reports and transaction pages.

Navigate to the Transactions page for bank & credit card.

Click the add button on the right side of the page:

In the pop-up dialog, click to download the template used for import, select the account to post to (created in steps above), and then drag and drop or select a populated .csv file for upload. Ensure to follow the instructions included in the template.

Select the matching account from the dropdown.

Download the CSV template.

You can also find the template here (Make a copy).

Modify the template to match formatting (no commas in numbers, date must be mm/dd/yyyy, and each transaction must include a description.)

Delete the instructions on the file.

Paste the transactions from your download into the Google sheet

Download as a CSV.

Go back to Puzzle and upload the file.

After clicking Post transactions, these transactions will be ingested into Puzzle from the CSV file.

Navigate to the Payroll page.

Select “Create a payroll manually”, and then select the newly created payroll account under payroll provider.

If you have any trouble, email [email protected] or use our chat widget, and we’ll get in touch.