Freelance marketplace · Global

Import Upwork into Tally Assistant

Upwork's Transaction History report downloads as CSV.

Freelancers who earn through Upwork contracts and want marketplace income inside their own books.

Quick Answer

Tally Assistant imports Upwork Transaction History CSVs, turning each contract payment into income matched to the client, with Upwork fees visible as expenses. Withdrawals to your bank are categorized as transfers so marketplace income is not counted twice.

Best for

  • Freelancers earning through Upwork contracts, hourly or fixed-price
  • Anyone who wants Upwork fees visible in their real profit
  • Users already exporting Upwork reports for their own records

Not ideal for

  • Agencies needing team-wide Upwork reporting
  • Freelancers who never use Upwork

Import is manual and file-based. Upwork's 5-day withdrawal hold means dates differ between the CSV and your bank statement.

Get your Upwork records

  1. 1Sign in to Upwork and open the Reports section.
  2. 2Find Transaction History, set the date range you need, and download the CSV.
  3. 3Save the file and upload it to Tally Assistant as-is.

What happens after upload

  • Each contract payment imports as income matched to the client, so a client's full Upwork history is visible in one profile.
  • Upwork service fees appear as expense rows, keeping your real take-home visible.
  • Bonuses and refunds come through as their own transaction types.

What to watch out for

  • Upwork holds earnings for a 5-day security period before they can be withdrawn, so the CSV date differs from the day money hits your bank.
  • Withdrawals to your bank appear in both records. Categorize them as transfers to avoid double counting.
  • The CSV covers marketplace transactions only. Non-Upwork clients stay separate.

Questions

How are Upwork service fees shown?

As expense rows in the import, so your reports show gross income, the fee, and the net you actually kept. That split is what makes profit real instead of approximate.

Why does the date differ from my bank statement?

Upwork holds earnings for a 5-day security period before withdrawal. The CSV records the contract payment date, and the bank records the withdrawal date. Both are correct, they just measure different moments.

Free plan, no credit card

Import 100 transactions a month for free. Upwork and every other platform, any format, any language.

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