Choose where it is going
- Xero (CSV)Import a Wise statement CSV into Xero
- QuickBooks Online (CSV)Convert a Wise statement CSV to QuickBooks Online
- QuickBooks (.qbo Web Connect)Wise CSV to QBO for QuickBooks
- Quicken (.qfx)Wise CSV to QFX for Quicken
- OFXWise CSV to OFX
How to export from Wise
- In Wise open the currency balance you want.
- Choose Statements (or Statements and reports) and pick the dates.
- Choose CSV as the format and download.
- Upload the file here. Each currency balance is a separate file.
What to know about Wise files
- One file per currency balance, newest first, dates written DD-MM-YYYY.
- Amount is signed and is what moved the balance; the Running Balance column is used to check the file.
- A fee can be its own row ("Charges for: TRANSFER-...") while the main row also shows it under Total fees; the fee is counted once.
- Currency conversions between your own Wise balances appear in both currency files.
- Several layouts exist (with or without Date Time and Transaction Type columns); columns are matched by name.
- Journal entries are not offered: the statement does not say which money coming in is sales and which is your own money, a loan or a refund.
Questions
- Are Wise fees counted twice?
- No. A Wise statement can show a fee as its own row and again in the Total fees column of the transfer it belongs to. The converter uses the amount on each row as written and never subtracts Total fees, then checks the result against the Running Balance column.
- I have balances in several currencies. What do I download?
- Wise gives one statement per currency balance. Download and convert each one, and keep each currency in its own account in your books. A conversion between your balances shows up in both files.