Preserve accounting linkages through CSV export/import round-trip

The data export was silently dropping account linkages, so an export->import
(used to copy prod data) lost which bank account each payment hit, all invoice
line items, and any bill/deposit/journal-entry detail. Diagnosed while cleaning
up a company's books from a copied dataset. Now every accounting linkage travels
by account/vendor/customer/invoice number — matching how expenses already worked
— so a round-trip preserves GL attribution instead of dropping it.

Payments: add DepositAccountNumber to the export + DTO; import resolves it back
to DepositAccountId so payments post to the right bank account on recalc.

Invoices: were header-only (re-imported invoices had 0 line items). Add a new
invoice_items CSV (one row per line, carrying RevenueAccountNumber) with export,
idempotent import, UI cards, and a template.

Bills / Deposits / Journal Entries: were not exported at all. Add full-fidelity
export + import including line-item children — bills + bill line items (vendor
by name, AP account + per-line expense account by number), deposits (customer +
bank account + applied invoice), and journal entries + JE lines (account by
number, debit/credit). 5 DTOs, 5 importers, 5 exporters + actions, all added to
the all_data export zip, plus 10 import/export UI cards.

Shared RunCsvImport helper added for the new import endpoints. All linkages
resolve by stable business keys (numbers/names), never internal IDs, so the
files round-trip across databases. Build clean; 278 unit tests pass.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

src/PowderCoating.Application/DTOs/Import/BillImportDto.cs

@@ -0,0 +1,55 @@
+using CsvHelper.Configuration.Attributes;
+
+namespace PowderCoating.Application.DTOs.Import;
+
+/// <summary>
+/// DTO for importing vendor bill headers from CSV. Column names match the native bills export
+/// (ExportBillsCsv) for round-trip compatibility. The vendor is resolved by name and the AP account
+/// by number so accounting linkages survive. Line items import separately via BillLineItemImportDto.
+/// </summary>
+public class BillImportDto
+{
+    [Name("BillNumber")]
+    public string? BillNumber { get; set; }
+
+    [Name("VendorInvoiceNumber")]
+    public string? VendorInvoiceNumber { get; set; }
+
+    /// <summary>Vendor company name, matched against Vendor.CompanyName.</summary>
+    [Name("VendorName")]
+    public string? VendorName { get; set; }
+
+    /// <summary>AP account number (Chart of Accounts) this bill posts to.</summary>
+    [Name("APAccountNumber")]
+    public string? APAccountNumber { get; set; }
+
+    [Name("BillDate")]
+    public DateTime BillDate { get; set; }
+
+    [Name("DueDate")]
+    public DateTime? DueDate { get; set; }
+
+    [Name("Status")]
+    public string Status { get; set; } = "Open";
+
+    [Name("Terms")]
+    public string? Terms { get; set; }
+
+    [Name("Memo")]
+    public string? Memo { get; set; }
+
+    [Name("SubTotal")]
+    public decimal SubTotal { get; set; }
+
+    [Name("TaxPercent")]
+    public decimal TaxPercent { get; set; }
+
+    [Name("TaxAmount")]
+    public decimal TaxAmount { get; set; }
+
+    [Name("Total")]
+    public decimal Total { get; set; }
+
+    [Name("AmountPaid")]
+    public decimal AmountPaid { get; set; }
+}

src/PowderCoating.Application/DTOs/Import/BillLineItemImportDto.cs

@@ -0,0 +1,37 @@
+using CsvHelper.Configuration.Attributes;
+
+namespace PowderCoating.Application.DTOs.Import;
+
+/// <summary>
+/// DTO for importing vendor bill line items from CSV. Column names match the native bill-items export
+/// (ExportBillLineItemsCsv). Lines are matched to their parent bill by BillNumber; the expense/asset
+/// account is resolved (optional) from AccountNumber so each line's GL attribution round-trips.
+/// </summary>
+public class BillLineItemImportDto
+{
+    [Name("BillNumber")]
+    public string? BillNumber { get; set; }
+
+    /// <summary>Expense/asset account number this line is categorized under. Optional.</summary>
+    [Name("AccountNumber")]
+    public string? AccountNumber { get; set; }
+
+    /// <summary>Optional job-costing link, matched against Job.JobNumber.</summary>
+    [Name("JobNumber")]
+    public string? JobNumber { get; set; }
+
+    [Name("Description")]
+    public string? Description { get; set; }
+
+    [Name("Quantity")]
+    public decimal Quantity { get; set; }
+
+    [Name("UnitPrice")]
+    public decimal UnitPrice { get; set; }
+
+    [Name("Amount")]
+    public decimal Amount { get; set; }
+
+    [Name("DisplayOrder")]
+    public int DisplayOrder { get; set; }
+}

src/PowderCoating.Application/DTOs/Import/DepositImportDto.cs

@@ -0,0 +1,46 @@
+using CsvHelper.Configuration.Attributes;
+
+namespace PowderCoating.Application.DTOs.Import;
+
+/// <summary>
+/// DTO for importing customer deposits from CSV. Column names match the native deposits export
+/// (ExportDepositsCsv). The customer is resolved by name, the bank account by number
+/// (DepositAccountNumber), and the optional applied invoice by number so the deposit's linkages
+/// survive an export/import round-trip.
+/// </summary>
+public class DepositImportDto
+{
+    [Name("ReceiptNumber")]
+    public string? ReceiptNumber { get; set; }
+
+    /// <summary>Customer name (company name, or contact full name), matched against the customer record.</summary>
+    [Name("CustomerName")]
+    public string? CustomerName { get; set; }
+
+    [Name("Amount")]
+    public decimal Amount { get; set; }
+
+    /// <summary>Valid values: Cash, Check, CreditDebitCard, BankTransferACH, DigitalPayment</summary>
+    [Name("PaymentMethod")]
+    public string PaymentMethod { get; set; } = "Cash";
+
+    [Name("ReceivedDate")]
+    public DateTime ReceivedDate { get; set; }
+
+    /// <summary>Bank/cash account number (Chart of Accounts) the deposit landed in. Optional.</summary>
+    [Name("DepositAccountNumber")]
+    public string? DepositAccountNumber { get; set; }
+
+    /// <summary>Invoice number this deposit has been applied to, if any. Optional.</summary>
+    [Name("AppliedToInvoiceNumber")]
+    public string? AppliedToInvoiceNumber { get; set; }
+
+    [Name("AppliedDate")]
+    public DateTime? AppliedDate { get; set; }
+
+    [Name("Reference")]
+    public string? Reference { get; set; }
+
+    [Name("Notes")]
+    public string? Notes { get; set; }
+}

src/PowderCoating.Application/DTOs/Import/InvoiceItemImportDto.cs

@@ -0,0 +1,44 @@
+using CsvHelper.Configuration.Attributes;
+
+namespace PowderCoating.Application.DTOs.Import;
+
+/// <summary>
+/// DTO for importing invoice line items from CSV. Column names match the native
+/// invoice-items export (ExportInvoiceItemsCsv) for round-trip compatibility.
+/// Line items are matched to their parent invoice by <c>InvoiceNumber</c>; the revenue
+/// account is resolved from <c>RevenueAccountNumber</c> against Account.AccountNumber so the
+/// invoice's revenue attribution survives an export/import round-trip.
+/// </summary>
+public class InvoiceItemImportDto
+{
+    [Name("InvoiceNumber")]
+    public string? InvoiceNumber { get; set; }
+
+    [Name("Description")]
+    public string? Description { get; set; }
+
+    [Name("Quantity")]
+    public decimal Quantity { get; set; }
+
+    [Name("UnitPrice")]
+    public decimal UnitPrice { get; set; }
+
+    [Name("TotalPrice")]
+    public decimal TotalPrice { get; set; }
+
+    [Name("ColorName")]
+    public string? ColorName { get; set; }
+
+    /// <summary>
+    /// Account number (Chart of Accounts) of the revenue account this line posts to. Optional —
+    /// a blank value means the line falls back to the company's default revenue account.
+    /// </summary>
+    [Name("RevenueAccountNumber")]
+    public string? RevenueAccountNumber { get; set; }
+
+    [Name("DisplayOrder")]
+    public int DisplayOrder { get; set; }
+
+    [Name("Notes")]
+    public string? Notes { get; set; }
+}

src/PowderCoating.Application/DTOs/Import/JournalEntryImportDto.cs

@@ -0,0 +1,27 @@
+using CsvHelper.Configuration.Attributes;
+
+namespace PowderCoating.Application.DTOs.Import;
+
+/// <summary>
+/// DTO for importing journal entry headers from CSV. Column names match the native journal-entries
+/// export (ExportJournalEntriesCsv). The debit/credit lines import separately via
+/// JournalEntryLineImportDto and must balance per entry.
+/// </summary>
+public class JournalEntryImportDto
+{
+    [Name("EntryNumber")]
+    public string? EntryNumber { get; set; }
+
+    [Name("EntryDate")]
+    public DateTime EntryDate { get; set; }
+
+    [Name("Reference")]
+    public string? Reference { get; set; }
+
+    [Name("Description")]
+    public string? Description { get; set; }
+
+    /// <summary>Valid values: Draft, Posted, Reversed</summary>
+    [Name("Status")]
+    public string Status { get; set; } = "Draft";
+}

src/PowderCoating.Application/DTOs/Import/JournalEntryLineImportDto.cs

@@ -0,0 +1,31 @@
+using CsvHelper.Configuration.Attributes;
+
+namespace PowderCoating.Application.DTOs.Import;
+
+/// <summary>
+/// DTO for importing journal entry lines from CSV. Column names match the native journal-entry-lines
+/// export (ExportJournalEntryLinesCsv). Lines are matched to their parent entry by EntryNumber and the
+/// account is resolved from AccountNumber (required — a JE line is meaningless without its account).
+/// Either DebitAmount or CreditAmount is non-zero per line, not both.
+/// </summary>
+public class JournalEntryLineImportDto
+{
+    [Name("EntryNumber")]
+    public string? EntryNumber { get; set; }
+
+    /// <summary>Account number (Chart of Accounts) this line debits or credits. Required.</summary>
+    [Name("AccountNumber")]
+    public string? AccountNumber { get; set; }
+
+    [Name("DebitAmount")]
+    public decimal DebitAmount { get; set; }
+
+    [Name("CreditAmount")]
+    public decimal CreditAmount { get; set; }
+
+    [Name("Description")]
+    public string? Description { get; set; }
+
+    [Name("LineOrder")]
+    public int LineOrder { get; set; }
+}

src/PowderCoating.Application/DTOs/Import/PaymentImportDto.cs

@@ -24,6 +24,14 @@ public class PaymentImportDto
     [Name("PaymentMethod")]
     public string PaymentMethod { get; set; } = "Cash";
 
+    /// <summary>
+    /// Account number (Chart of Accounts) of the bank/cash account the payment was deposited into.
+    /// Resolved back to <c>DepositAccountId</c> on import so the balance recalc can post it to the
+    /// right bank account. Optional — a blank value means no deposit account was recorded.
+    /// </summary>
+    [Name("DepositAccountNumber")]
+    public string? DepositAccountNumber { get; set; }
+
     [Name("Reference")]
     public string? Reference { get; set; }
 

src/PowderCoating.Application/Interfaces/ICsvImportService.cs

@@ -179,10 +179,36 @@ public interface ICsvImportService
     /// <summary>
     /// Import invoice headers from a CSV stream. Customers are resolved by CustomerEmail then
     /// CustomerName. Duplicate detection uses InvoiceNumber as the unique key. Existing invoices
-    /// are updated; new ones are created. Line items are not part of the CSV format.
+    /// are updated; new ones are created. Line items are imported separately via
+    /// <see cref="ImportInvoiceItemsAsync"/>.
     /// </summary>
     Task<CsvImportResultDto> ImportInvoicesAsync(Stream csvStream, int companyId);
 
+    /// <summary>
+    /// Import invoice line items from a CSV stream. Each line is matched to its parent invoice by
+    /// InvoiceNumber and its revenue account resolved (optional) from RevenueAccountNumber. Idempotent
+    /// by description + total + display order. Run after invoices have been imported.
+    /// </summary>
+    Task<CsvImportResultDto> ImportInvoiceItemsAsync(Stream csvStream, int companyId);
+
+    /// <summary>Import vendor bill headers. Vendor by name, AP account by number. Dedup by BillNumber.</summary>
+    Task<CsvImportResultDto> ImportBillsAsync(Stream csvStream, int companyId);
+
+    /// <summary>Import vendor bill line items. Matched to bills by BillNumber; account/job by number.</summary>
+    Task<CsvImportResultDto> ImportBillLineItemsAsync(Stream csvStream, int companyId);
+
+    /// <summary>Import customer deposits. Customer by name, bank account by number, applied invoice by number.</summary>
+    Task<CsvImportResultDto> ImportDepositsAsync(Stream csvStream, int companyId);
+
+    /// <summary>Import journal entry headers. Dedup by EntryNumber. Lines import separately.</summary>
+    Task<CsvImportResultDto> ImportJournalEntriesAsync(Stream csvStream, int companyId);
+
+    /// <summary>Import journal entry lines. Matched to entries by EntryNumber; account by number (required).</summary>
+    Task<CsvImportResultDto> ImportJournalEntryLinesAsync(Stream csvStream, int companyId);
+
+    /// <summary>Generate a CSV template file for invoice line-item imports.</summary>
+    byte[] GenerateInvoiceItemTemplate();
+
     /// <summary>Generate a CSV template file for payment imports.</summary>
     byte[] GeneratePaymentTemplate();
 

src/PowderCoating.Infrastructure/Services/CsvImportService.cs

@@ -3208,6 +3208,33 @@ public class CsvImportService : ICsvImportService
         }
     }
 
+    public byte[] GenerateInvoiceItemTemplate()
+    {
+        using var memoryStream = new MemoryStream();
+        using var writer = new StreamWriter(memoryStream);
+        using var csv = new CsvWriter(writer, new CsvConfiguration(CultureInfo.InvariantCulture));
+
+        csv.WriteHeader<InvoiceItemImportDto>();
+        csv.NextRecord();
+
+        csv.WriteRecord(new InvoiceItemImportDto
+        {
+            InvoiceNumber        = "INV-2601-0001",
+            Description          = "Powder coating - 4 wheels",
+            Quantity             = 4,
+            UnitPrice            = 75.00m,
+            TotalPrice           = 300.00m,
+            ColorName            = "Gloss Black",
+            RevenueAccountNumber = "47905",
+            DisplayOrder         = 0,
+            Notes                = ""
+        });
+        csv.NextRecord();
+
+        writer.Flush();
+        return memoryStream.ToArray();
+    }
+
     public byte[] GeneratePaymentTemplate()
     {
         using var memoryStream = new MemoryStream();
@@ -3219,12 +3246,13 @@ public class CsvImportService : ICsvImportService
 
         csv.WriteRecord(new PaymentImportDto
         {
-            InvoiceNumber = "INV-2601-0001",
+            InvoiceNumber       = "INV-2601-0001",
-            Amount        = 250.00m,
+            Amount              = 250.00m,
-            PaymentDate   = DateTime.Today,
+            PaymentDate         = DateTime.Today,
-            PaymentMethod = "Check",
+            PaymentMethod       = "Check",
-            Reference     = "CHK-1234",
+            DepositAccountNumber = "10100",
-            Notes         = ""
+            Reference           = "CHK-1234",
+            Notes               = ""
         });
         csv.NextRecord();
 
@@ -3232,6 +3260,651 @@ public class CsvImportService : ICsvImportService
         return memoryStream.ToArray();
     }
 
+    /// <summary>
+    /// Imports invoice line items from CSV. Each row is matched to its parent invoice by InvoiceNumber;
+    /// the revenue account is resolved (optional) from RevenueAccountNumber against the Chart of Accounts.
+    /// Idempotent — an invoice line with the same description + total + display order is skipped, so the
+    /// import can be safely re-run. Run AFTER invoices have been imported (the parents must exist).
+    /// </summary>
+    public async Task<CsvImportResultDto> ImportInvoiceItemsAsync(Stream csvStream, int companyId)
+    {
+        var result = new CsvImportResultDto();
+        var rowNumber = 0;
+
+        try
+        {
+            using var reader = new StreamReader(csvStream);
+            using var csv = new CsvReader(reader, new CsvConfiguration(CultureInfo.InvariantCulture)
+            {
+                HeaderValidated = null,
+                MissingFieldFound = null
+            });
+
+            var records = csv.GetRecords<InvoiceItemImportDto>().ToList();
+            result.TotalRows = records.Count;
+
+            _logger.LogInformation("Starting import of {Count} invoice line items for company {CompanyId}", records.Count, companyId);
+
+            var invoices = await _unitOfWork.Invoices.GetAllAsync(false, i => i.InvoiceItems);
+            var invoiceByNumber = invoices.Where(i => !string.IsNullOrEmpty(i.InvoiceNumber))
+                .ToDictionary(i => i.InvoiceNumber.Trim(), i => i, StringComparer.OrdinalIgnoreCase);
+
+            var accounts = await _unitOfWork.Accounts.GetAllAsync();
+            var accountByNumber = accounts
+                .Where(a => !string.IsNullOrEmpty(a.AccountNumber))
+                .GroupBy(a => a.AccountNumber.Trim())
+                .ToDictionary(g => g.Key, g => g.First(), StringComparer.OrdinalIgnoreCase);
+
+            foreach (var record in records)
+            {
+                rowNumber++;
+                try
+                {
+                    if (string.IsNullOrWhiteSpace(record.InvoiceNumber))
+                    {
+                        result.Errors.Add($"Row {rowNumber}: InvoiceNumber is required.");
+                        result.ErrorCount++;
+                        continue;
+                    }
+
+                    if (!invoiceByNumber.TryGetValue(record.InvoiceNumber.Trim(), out var invoice))
+                    {
+                        result.Errors.Add($"Row {rowNumber}: Invoice '{record.InvoiceNumber}' not found.");
+                        result.ErrorCount++;
+                        continue;
+                    }
+
+                    var description = StripQuotes(record.Description)?.Trim() ?? "";
+
+                    // Idempotency: skip a line that already exists on this invoice.
+                    var isDuplicate = invoice.InvoiceItems.Any(it =>
+                        string.Equals(it.Description, description, StringComparison.OrdinalIgnoreCase)
+                        && it.TotalPrice == record.TotalPrice
+                        && it.DisplayOrder == record.DisplayOrder);
+                    if (isDuplicate)
+                    {
+                        result.Warnings.Add($"Row {rowNumber}: Line '{description}' already exists on invoice '{record.InvoiceNumber}' — skipped.");
+                        result.SkippedCount++;
+                        continue;
+                    }
+
+                    // Resolve the optional revenue account by number so revenue attribution is preserved.
+                    int? revenueAccountId = null;
+                    var cleanRevenueAccount = StripQuotes(record.RevenueAccountNumber)?.Trim();
+                    if (!string.IsNullOrWhiteSpace(cleanRevenueAccount))
+                    {
+                        if (accountByNumber.TryGetValue(cleanRevenueAccount, out var revenueAccount))
+                            revenueAccountId = revenueAccount.Id;
+                        else
+                            result.Warnings.Add($"Row {rowNumber}: Revenue account '{cleanRevenueAccount}' not found in Chart of Accounts — line imported without a revenue account.");
+                    }
+
+                    var item = new Core.Entities.InvoiceItem
+                    {
+                        InvoiceId        = invoice.Id,
+                        CompanyId        = companyId,
+                        Description      = description,
+                        Quantity         = record.Quantity,
+                        UnitPrice        = record.UnitPrice,
+                        TotalPrice       = record.TotalPrice,
+                        ColorName        = string.IsNullOrWhiteSpace(record.ColorName) ? null : record.ColorName.Trim(),
+                        RevenueAccountId = revenueAccountId,
+                        DisplayOrder     = record.DisplayOrder,
+                        Notes            = string.IsNullOrWhiteSpace(record.Notes) ? null : record.Notes.Trim()
+                    };
+
+                    await _unitOfWork.InvoiceItems.AddAsync(item);
+                    await _unitOfWork.CompleteAsync();
+
+                    // Keep the in-memory invoice current so later rows dedup against it correctly.
+                    invoice.InvoiceItems.Add(item);
+
+                    result.SuccessCount++;
+                }
+                catch (Exception ex)
+                {
+                    result.Errors.Add($"Row {rowNumber}: {ex.Message}");
+                    result.ErrorCount++;
+                }
+            }
+
+            result.Success = result.ErrorCount == 0 || result.SuccessCount > 0;
+            return result;
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Fatal error during invoice item CSV import for company {CompanyId}", companyId);
+            result.Errors.Add($"Fatal error: {ex.Message}");
+            return result;
+        }
+    }
+
+    /// <summary>
+    /// Imports vendor bill headers from CSV. Vendor is resolved by name and the AP account by number.
+    /// Dedup by BillNumber. Line items import separately via <see cref="ImportBillLineItemsAsync"/>.
+    /// </summary>
+    public async Task<CsvImportResultDto> ImportBillsAsync(Stream csvStream, int companyId)
+    {
+        var result = new CsvImportResultDto();
+        var rowNumber = 0;
+
+        try
+        {
+            using var reader = new StreamReader(csvStream);
+            using var csv = new CsvReader(reader, new CsvConfiguration(CultureInfo.InvariantCulture)
+            {
+                HeaderValidated = null,
+                MissingFieldFound = null
+            });
+
+            var records = csv.GetRecords<BillImportDto>().ToList();
+            result.TotalRows = records.Count;
+
+            var accounts = await _unitOfWork.Accounts.GetAllAsync();
+            var accountByNumber = accounts.Where(a => !string.IsNullOrEmpty(a.AccountNumber))
+                .GroupBy(a => a.AccountNumber.Trim())
+                .ToDictionary(g => g.Key, g => g.First(), StringComparer.OrdinalIgnoreCase);
+
+            var vendors = await _unitOfWork.Vendors.GetAllAsync();
+            var vendorByName = vendors.Where(v => !string.IsNullOrEmpty(v.CompanyName))
+                .GroupBy(v => v.CompanyName.Trim())
+                .ToDictionary(g => g.Key, g => g.First(), StringComparer.OrdinalIgnoreCase);
+
+            var existingBills = await _unitOfWork.Bills.GetAllAsync();
+            var existingBillNumbers = existingBills.Where(b => !string.IsNullOrEmpty(b.BillNumber))
+                .Select(b => b.BillNumber.Trim()).ToHashSet(StringComparer.OrdinalIgnoreCase);
+
+            foreach (var record in records)
+            {
+                rowNumber++;
+                try
+                {
+                    var billNumber = StripQuotes(record.BillNumber)?.Trim() ?? "";
+                    if (string.IsNullOrWhiteSpace(billNumber))
+                    {
+                        result.Errors.Add($"Row {rowNumber}: BillNumber is required.");
+                        result.ErrorCount++;
+                        continue;
+                    }
+                    if (existingBillNumbers.Contains(billNumber))
+                    {
+                        result.Warnings.Add($"Row {rowNumber}: Bill '{billNumber}' already exists — skipped.");
+                        result.SkippedCount++;
+                        continue;
+                    }
+
+                    var cleanVendor = StripQuotes(record.VendorName)?.Trim() ?? "";
+                    if (!vendorByName.TryGetValue(cleanVendor, out var vendor))
+                    {
+                        result.Errors.Add($"Row {rowNumber}: Vendor '{cleanVendor}' not found.");
+                        result.ErrorCount++;
+                        continue;
+                    }
+
+                    var cleanApAccount = StripQuotes(record.APAccountNumber)?.Trim() ?? "";
+                    if (!accountByNumber.TryGetValue(cleanApAccount, out var apAccount))
+                    {
+                        result.Errors.Add($"Row {rowNumber}: AP account '{cleanApAccount}' not found in Chart of Accounts.");
+                        result.ErrorCount++;
+                        continue;
+                    }
+
+                    if (!Enum.TryParse<BillStatus>(record.Status?.Trim(), true, out var status))
+                        status = BillStatus.Open;
+
+                    var bill = new Core.Entities.Bill
+                    {
+                        CompanyId           = companyId,
+                        BillNumber          = billNumber,
+                        VendorInvoiceNumber = string.IsNullOrWhiteSpace(record.VendorInvoiceNumber) ? null : record.VendorInvoiceNumber.Trim(),
+                        VendorId            = vendor.Id,
+                        APAccountId         = apAccount.Id,
+                        BillDate            = record.BillDate == default ? DateTime.UtcNow.Date : record.BillDate,
+                        DueDate             = record.DueDate,
+                        Status              = status,
+                        Terms               = string.IsNullOrWhiteSpace(record.Terms) ? null : record.Terms.Trim(),
+                        Memo                = string.IsNullOrWhiteSpace(record.Memo) ? null : record.Memo.Trim(),
+                        SubTotal            = record.SubTotal,
+                        TaxPercent          = record.TaxPercent,
+                        TaxAmount           = record.TaxAmount,
+                        Total               = record.Total,
+                        AmountPaid          = record.AmountPaid
+                    };
+
+                    await _unitOfWork.Bills.AddAsync(bill);
+                    await _unitOfWork.CompleteAsync();
+                    existingBillNumbers.Add(billNumber);
+                    result.SuccessCount++;
+                }
+                catch (Exception ex)
+                {
+                    result.Errors.Add($"Row {rowNumber}: {ex.Message}");
+                    result.ErrorCount++;
+                }
+            }
+
+            result.Success = result.ErrorCount == 0 || result.SuccessCount > 0;
+            return result;
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Fatal error during bill CSV import for company {CompanyId}", companyId);
+            result.Errors.Add($"Fatal error: {ex.Message}");
+            return result;
+        }
+    }
+
+    /// <summary>
+    /// Imports vendor bill line items from CSV. Each line is matched to its parent bill by BillNumber;
+    /// the expense/asset account (optional) and job (optional) are resolved by number. Idempotent by
+    /// bill + description + amount + display order. Run after bills have been imported.
+    /// </summary>
+    public async Task<CsvImportResultDto> ImportBillLineItemsAsync(Stream csvStream, int companyId)
+    {
+        var result = new CsvImportResultDto();
+        var rowNumber = 0;
+
+        try
+        {
+            using var reader = new StreamReader(csvStream);
+            using var csv = new CsvReader(reader, new CsvConfiguration(CultureInfo.InvariantCulture)
+            {
+                HeaderValidated = null,
+                MissingFieldFound = null
+            });
+
+            var records = csv.GetRecords<BillLineItemImportDto>().ToList();
+            result.TotalRows = records.Count;
+
+            var bills = await _unitOfWork.Bills.GetAllAsync(false, b => b.LineItems);
+            var billByNumber = bills.Where(b => !string.IsNullOrEmpty(b.BillNumber))
+                .ToDictionary(b => b.BillNumber.Trim(), b => b, StringComparer.OrdinalIgnoreCase);
+
+            var accounts = await _unitOfWork.Accounts.GetAllAsync();
+            var accountByNumber = accounts.Where(a => !string.IsNullOrEmpty(a.AccountNumber))
+                .GroupBy(a => a.AccountNumber.Trim())
+                .ToDictionary(g => g.Key, g => g.First(), StringComparer.OrdinalIgnoreCase);
+
+            var jobs = await _unitOfWork.Jobs.GetAllAsync();
+            var jobByNumber = jobs.Where(j => !string.IsNullOrEmpty(j.JobNumber))
+                .ToDictionary(j => j.JobNumber.Trim(), j => j, StringComparer.OrdinalIgnoreCase);
+
+            foreach (var record in records)
+            {
+                rowNumber++;
+                try
+                {
+                    var billNumber = StripQuotes(record.BillNumber)?.Trim() ?? "";
+                    if (!billByNumber.TryGetValue(billNumber, out var bill))
+                    {
+                        result.Errors.Add($"Row {rowNumber}: Bill '{record.BillNumber}' not found.");
+                        result.ErrorCount++;
+                        continue;
+                    }
+
+                    var description = StripQuotes(record.Description)?.Trim() ?? "";
+                    var isDuplicate = bill.LineItems.Any(li =>
+                        string.Equals(li.Description, description, StringComparison.OrdinalIgnoreCase)
+                        && li.Amount == record.Amount && li.DisplayOrder == record.DisplayOrder);
+                    if (isDuplicate)
+                    {
+                        result.Warnings.Add($"Row {rowNumber}: Line '{description}' already exists on bill '{billNumber}' — skipped.");
+                        result.SkippedCount++;
+                        continue;
+                    }
+
+                    int? accountId = null;
+                    var cleanAccount = StripQuotes(record.AccountNumber)?.Trim();
+                    if (!string.IsNullOrWhiteSpace(cleanAccount))
+                    {
+                        if (accountByNumber.TryGetValue(cleanAccount, out var account))
+                            accountId = account.Id;
+                        else
+                            result.Warnings.Add($"Row {rowNumber}: Account '{cleanAccount}' not found — line imported without an account.");
+                    }
+
+                    int? jobId = null;
+                    var cleanJob = StripQuotes(record.JobNumber)?.Trim();
+                    if (!string.IsNullOrWhiteSpace(cleanJob) && jobByNumber.TryGetValue(cleanJob, out var job))
+                        jobId = job.Id;
+
+                    var lineItem = new Core.Entities.BillLineItem
+                    {
+                        CompanyId    = companyId,
+                        BillId       = bill.Id,
+                        AccountId    = accountId,
+                        JobId        = jobId,
+                        Description  = description,
+                        Quantity     = record.Quantity,
+                        UnitPrice    = record.UnitPrice,
+                        Amount       = record.Amount,
+                        DisplayOrder = record.DisplayOrder
+                    };
+
+                    await _unitOfWork.BillLineItems.AddAsync(lineItem);
+                    await _unitOfWork.CompleteAsync();
+                    bill.LineItems.Add(lineItem);
+                    result.SuccessCount++;
+                }
+                catch (Exception ex)
+                {
+                    result.Errors.Add($"Row {rowNumber}: {ex.Message}");
+                    result.ErrorCount++;
+                }
+            }
+
+            result.Success = result.ErrorCount == 0 || result.SuccessCount > 0;
+            return result;
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Fatal error during bill line item CSV import for company {CompanyId}", companyId);
+            result.Errors.Add($"Fatal error: {ex.Message}");
+            return result;
+        }
+    }
+
+    /// <summary>
+    /// Imports customer deposits from CSV. Customer is resolved by name, the bank account by number,
+    /// and the optional applied invoice by number. Dedup by ReceiptNumber.
+    /// </summary>
+    public async Task<CsvImportResultDto> ImportDepositsAsync(Stream csvStream, int companyId)
+    {
+        var result = new CsvImportResultDto();
+        var rowNumber = 0;
+
+        try
+        {
+            using var reader = new StreamReader(csvStream);
+            using var csv = new CsvReader(reader, new CsvConfiguration(CultureInfo.InvariantCulture)
+            {
+                HeaderValidated = null,
+                MissingFieldFound = null
+            });
+
+            var records = csv.GetRecords<DepositImportDto>().ToList();
+            result.TotalRows = records.Count;
+
+            var accounts = await _unitOfWork.Accounts.GetAllAsync();
+            var accountByNumber = accounts.Where(a => !string.IsNullOrEmpty(a.AccountNumber))
+                .GroupBy(a => a.AccountNumber.Trim())
+                .ToDictionary(g => g.Key, g => g.First(), StringComparer.OrdinalIgnoreCase);
+
+            var customers = await _unitOfWork.Customers.GetAllAsync();
+            var customerByName = new Dictionary<string, Core.Entities.Customer>(StringComparer.OrdinalIgnoreCase);
+            foreach (var c in customers)
+            {
+                var name = !string.IsNullOrWhiteSpace(c.CompanyName)
+                    ? c.CompanyName.Trim()
+                    : $"{c.ContactFirstName} {c.ContactLastName}".Trim();
+                if (!string.IsNullOrWhiteSpace(name)) customerByName[name] = c;
+            }
+
+            var invoices = await _unitOfWork.Invoices.GetAllAsync();
+            var invoiceByNumber = invoices.Where(i => !string.IsNullOrEmpty(i.InvoiceNumber))
+                .ToDictionary(i => i.InvoiceNumber.Trim(), i => i, StringComparer.OrdinalIgnoreCase);
+
+            var validMethods = Enum.GetNames<PaymentMethod>()
+                .ToDictionary(n => n.ToLower(), n => Enum.Parse<PaymentMethod>(n), StringComparer.OrdinalIgnoreCase);
+
+            var existingReceipts = (await _unitOfWork.Deposits.GetAllAsync())
+                .Where(d => !string.IsNullOrEmpty(d.ReceiptNumber))
+                .Select(d => d.ReceiptNumber.Trim()).ToHashSet(StringComparer.OrdinalIgnoreCase);
+
+            foreach (var record in records)
+            {
+                rowNumber++;
+                try
+                {
+                    var receiptNumber = StripQuotes(record.ReceiptNumber)?.Trim() ?? "";
+                    if (!string.IsNullOrWhiteSpace(receiptNumber) && existingReceipts.Contains(receiptNumber))
+                    {
+                        result.Warnings.Add($"Row {rowNumber}: Deposit '{receiptNumber}' already exists — skipped.");
+                        result.SkippedCount++;
+                        continue;
+                    }
+
+                    var cleanCustomer = StripQuotes(record.CustomerName)?.Trim() ?? "";
+                    if (!customerByName.TryGetValue(cleanCustomer, out var customer))
+                    {
+                        result.Errors.Add($"Row {rowNumber}: Customer '{cleanCustomer}' not found.");
+                        result.ErrorCount++;
+                        continue;
+                    }
+
+                    if (!validMethods.TryGetValue(record.PaymentMethod?.Trim() ?? "", out var method))
+                        method = PaymentMethod.Cash;
+
+                    int? depositAccountId = null;
+                    var cleanDepositAccount = StripQuotes(record.DepositAccountNumber)?.Trim();
+                    if (!string.IsNullOrWhiteSpace(cleanDepositAccount))
+                    {
+                        if (accountByNumber.TryGetValue(cleanDepositAccount, out var depositAccount))
+                            depositAccountId = depositAccount.Id;
+                        else
+                            result.Warnings.Add($"Row {rowNumber}: Deposit account '{cleanDepositAccount}' not found — deposit imported without a bank account.");
+                    }
+
+                    int? appliedInvoiceId = null;
+                    var cleanInvoice = StripQuotes(record.AppliedToInvoiceNumber)?.Trim();
+                    if (!string.IsNullOrWhiteSpace(cleanInvoice) && invoiceByNumber.TryGetValue(cleanInvoice, out var appliedInvoice))
+                        appliedInvoiceId = appliedInvoice.Id;
+
+                    var deposit = new Core.Entities.Deposit
+                    {
+                        CompanyId          = companyId,
+                        ReceiptNumber      = receiptNumber,
+                        CustomerId         = customer.Id,
+                        Amount             = record.Amount,
+                        PaymentMethod      = method,
+                        ReceivedDate       = record.ReceivedDate == default ? DateTime.UtcNow.Date : record.ReceivedDate,
+                        DepositAccountId   = depositAccountId,
+                        AppliedToInvoiceId = appliedInvoiceId,
+                        AppliedDate        = record.AppliedDate,
+                        Reference          = string.IsNullOrWhiteSpace(record.Reference) ? null : record.Reference.Trim(),
+                        Notes              = string.IsNullOrWhiteSpace(record.Notes) ? null : record.Notes.Trim()
+                    };
+
+                    await _unitOfWork.Deposits.AddAsync(deposit);
+                    await _unitOfWork.CompleteAsync();
+                    if (!string.IsNullOrWhiteSpace(receiptNumber)) existingReceipts.Add(receiptNumber);
+                    result.SuccessCount++;
+                }
+                catch (Exception ex)
+                {
+                    result.Errors.Add($"Row {rowNumber}: {ex.Message}");
+                    result.ErrorCount++;
+                }
+            }
+
+            result.Success = result.ErrorCount == 0 || result.SuccessCount > 0;
+            return result;
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Fatal error during deposit CSV import for company {CompanyId}", companyId);
+            result.Errors.Add($"Fatal error: {ex.Message}");
+            return result;
+        }
+    }
+
+    /// <summary>
+    /// Imports journal entry headers from CSV. Dedup by EntryNumber. The debit/credit lines import
+    /// separately via <see cref="ImportJournalEntryLinesAsync"/>.
+    /// </summary>
+    public async Task<CsvImportResultDto> ImportJournalEntriesAsync(Stream csvStream, int companyId)
+    {
+        var result = new CsvImportResultDto();
+        var rowNumber = 0;
+
+        try
+        {
+            using var reader = new StreamReader(csvStream);
+            using var csv = new CsvReader(reader, new CsvConfiguration(CultureInfo.InvariantCulture)
+            {
+                HeaderValidated = null,
+                MissingFieldFound = null
+            });
+
+            var records = csv.GetRecords<JournalEntryImportDto>().ToList();
+            result.TotalRows = records.Count;
+
+            var existingNumbers = (await _unitOfWork.JournalEntries.GetAllAsync())
+                .Where(j => !string.IsNullOrEmpty(j.EntryNumber))
+                .Select(j => j.EntryNumber.Trim()).ToHashSet(StringComparer.OrdinalIgnoreCase);
+
+            foreach (var record in records)
+            {
+                rowNumber++;
+                try
+                {
+                    var entryNumber = StripQuotes(record.EntryNumber)?.Trim() ?? "";
+                    if (string.IsNullOrWhiteSpace(entryNumber))
+                    {
+                        result.Errors.Add($"Row {rowNumber}: EntryNumber is required.");
+                        result.ErrorCount++;
+                        continue;
+                    }
+                    if (existingNumbers.Contains(entryNumber))
+                    {
+                        result.Warnings.Add($"Row {rowNumber}: Journal entry '{entryNumber}' already exists — skipped.");
+                        result.SkippedCount++;
+                        continue;
+                    }
+
+                    if (!Enum.TryParse<JournalEntryStatus>(record.Status?.Trim(), true, out var status))
+                        status = JournalEntryStatus.Draft;
+
+                    var entry = new Core.Entities.JournalEntry
+                    {
+                        CompanyId   = companyId,
+                        EntryNumber = entryNumber,
+                        EntryDate   = record.EntryDate == default ? DateTime.UtcNow.Date : record.EntryDate,
+                        Reference   = string.IsNullOrWhiteSpace(record.Reference) ? null : record.Reference.Trim(),
+                        Description = string.IsNullOrWhiteSpace(record.Description) ? null : record.Description.Trim(),
+                        Status      = status,
+                        PostedAt    = status == JournalEntryStatus.Posted ? DateTime.UtcNow : null
+                    };
+
+                    await _unitOfWork.JournalEntries.AddAsync(entry);
+                    await _unitOfWork.CompleteAsync();
+                    existingNumbers.Add(entryNumber);
+                    result.SuccessCount++;
+                }
+                catch (Exception ex)
+                {
+                    result.Errors.Add($"Row {rowNumber}: {ex.Message}");
+                    result.ErrorCount++;
+                }
+            }
+
+            result.Success = result.ErrorCount == 0 || result.SuccessCount > 0;
+            return result;
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Fatal error during journal entry CSV import for company {CompanyId}", companyId);
+            result.Errors.Add($"Fatal error: {ex.Message}");
+            return result;
+        }
+    }
+
+    /// <summary>
+    /// Imports journal entry lines from CSV. Each line is matched to its parent entry by EntryNumber
+    /// and the account resolved (required) from AccountNumber. Idempotent by entry + account + amounts
+    /// + line order. Run after journal entry headers have been imported.
+    /// </summary>
+    public async Task<CsvImportResultDto> ImportJournalEntryLinesAsync(Stream csvStream, int companyId)
+    {
+        var result = new CsvImportResultDto();
+        var rowNumber = 0;
+
+        try
+        {
+            using var reader = new StreamReader(csvStream);
+            using var csv = new CsvReader(reader, new CsvConfiguration(CultureInfo.InvariantCulture)
+            {
+                HeaderValidated = null,
+                MissingFieldFound = null
+            });
+
+            var records = csv.GetRecords<JournalEntryLineImportDto>().ToList();
+            result.TotalRows = records.Count;
+
+            var entries = await _unitOfWork.JournalEntries.GetAllAsync(false, j => j.Lines);
+            var entryByNumber = entries.Where(j => !string.IsNullOrEmpty(j.EntryNumber))
+                .ToDictionary(j => j.EntryNumber.Trim(), j => j, StringComparer.OrdinalIgnoreCase);
+
+            var accounts = await _unitOfWork.Accounts.GetAllAsync();
+            var accountByNumber = accounts.Where(a => !string.IsNullOrEmpty(a.AccountNumber))
+                .GroupBy(a => a.AccountNumber.Trim())
+                .ToDictionary(g => g.Key, g => g.First(), StringComparer.OrdinalIgnoreCase);
+
+            foreach (var record in records)
+            {
+                rowNumber++;
+                try
+                {
+                    var entryNumber = StripQuotes(record.EntryNumber)?.Trim() ?? "";
+                    if (!entryByNumber.TryGetValue(entryNumber, out var entry))
+                    {
+                        result.Errors.Add($"Row {rowNumber}: Journal entry '{record.EntryNumber}' not found.");
+                        result.ErrorCount++;
+                        continue;
+                    }
+
+                    var cleanAccount = StripQuotes(record.AccountNumber)?.Trim() ?? "";
+                    if (!accountByNumber.TryGetValue(cleanAccount, out var account))
+                    {
+                        result.Errors.Add($"Row {rowNumber}: Account '{cleanAccount}' not found in Chart of Accounts.");
+                        result.ErrorCount++;
+                        continue;
+                    }
+
+                    var isDuplicate = entry.Lines.Any(l =>
+                        l.AccountId == account.Id && l.DebitAmount == record.DebitAmount
+                        && l.CreditAmount == record.CreditAmount && l.LineOrder == record.LineOrder);
+                    if (isDuplicate)
+                    {
+                        result.Warnings.Add($"Row {rowNumber}: Line for account '{cleanAccount}' already exists on entry '{entryNumber}' — skipped.");
+                        result.SkippedCount++;
+                        continue;
+                    }
+
+                    var line = new Core.Entities.JournalEntryLine
+                    {
+                        CompanyId      = companyId,
+                        JournalEntryId = entry.Id,
+                        AccountId      = account.Id,
+                        DebitAmount    = record.DebitAmount,
+                        CreditAmount   = record.CreditAmount,
+                        Description    = string.IsNullOrWhiteSpace(record.Description) ? null : record.Description.Trim(),
+                        LineOrder      = record.LineOrder
+                    };
+
+                    await _unitOfWork.JournalEntryLines.AddAsync(line);
+                    await _unitOfWork.CompleteAsync();
+                    entry.Lines.Add(line);
+                    result.SuccessCount++;
+                }
+                catch (Exception ex)
+                {
+                    result.Errors.Add($"Row {rowNumber}: {ex.Message}");
+                    result.ErrorCount++;
+                }
+            }
+
+            result.Success = result.ErrorCount == 0 || result.SuccessCount > 0;
+            return result;
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Fatal error during journal entry line CSV import for company {CompanyId}", companyId);
+            result.Errors.Add($"Fatal error: {ex.Message}");
+            return result;
+        }
+    }
+
     public async Task<CsvImportResultDto> ImportPaymentsAsync(Stream csvStream, int companyId)
     {
         var result = new CsvImportResultDto();
@@ -3256,6 +3929,14 @@ public class CsvImportService : ICsvImportService
             var invoiceByNumber = invoices.Where(i => !string.IsNullOrEmpty(i.InvoiceNumber))
                 .ToDictionary(i => i.InvoiceNumber.Trim(), i => i, StringComparer.OrdinalIgnoreCase);
 
+            // Account lookup for resolving the deposit (bank) account by number — optional per row.
+            // Mirrors the expense import so payments round-trip with their bank-account linkage intact.
+            var accounts = await _unitOfWork.Accounts.GetAllAsync();
+            var accountByNumber = accounts
+                .Where(a => !string.IsNullOrEmpty(a.AccountNumber))
+                .GroupBy(a => a.AccountNumber.Trim())
+                .ToDictionary(g => g.Key, g => g.First(), StringComparer.OrdinalIgnoreCase);
+
             var validMethods = Enum.GetNames<PaymentMethod>()
                 .ToDictionary(n => n.ToLower(), n => Enum.Parse<PaymentMethod>(n), StringComparer.OrdinalIgnoreCase);
 
@@ -3301,15 +3982,28 @@ public class CsvImportService : ICsvImportService
                         method = PaymentMethod.Cash;
                     }
 
+                    // Resolve the optional deposit (bank) account by number so the balance recalc can
+                    // post this payment. A blank value is fine; an unknown number warns but still imports.
+                    int? depositAccountId = null;
+                    var cleanDepositAccount = StripQuotes(record.DepositAccountNumber)?.Trim();
+                    if (!string.IsNullOrWhiteSpace(cleanDepositAccount))
+                    {
+                        if (accountByNumber.TryGetValue(cleanDepositAccount, out var depositAccount))
+                            depositAccountId = depositAccount.Id;
+                        else
+                            result.Warnings.Add($"Row {rowNumber}: Deposit account '{cleanDepositAccount}' not found in Chart of Accounts — payment imported without a deposit account.");
+                    }
+
                     var payment = new Core.Entities.Payment
                     {
-                        InvoiceId     = invoice.Id,
+                        InvoiceId        = invoice.Id,
-                        CompanyId     = companyId,
+                        CompanyId        = companyId,
-                        Amount        = record.Amount,
+                        Amount           = record.Amount,
-                        PaymentDate   = new DateTime(paymentDate.Year, paymentDate.Month, paymentDate.Day, 0, 0, 0, DateTimeKind.Utc),
+                        PaymentDate      = new DateTime(paymentDate.Year, paymentDate.Month, paymentDate.Day, 0, 0, 0, DateTimeKind.Utc),
-                        PaymentMethod = method,
+                        PaymentMethod    = method,
-                        Reference     = string.IsNullOrWhiteSpace(record.Reference) ? null : record.Reference.Trim(),
+                        DepositAccountId = depositAccountId,
-                        Notes         = string.IsNullOrWhiteSpace(record.Notes)     ? null : record.Notes.Trim()
+                        Reference        = string.IsNullOrWhiteSpace(record.Reference) ? null : record.Reference.Trim(),
+                        Notes            = string.IsNullOrWhiteSpace(record.Notes)     ? null : record.Notes.Trim()
                     };
 
                     await _unitOfWork.Payments.AddAsync(payment);

src/PowderCoating.Web/Controllers/ToolsController.cs

@@ -3,6 +3,7 @@ using Microsoft.AspNetCore.Identity;
 using Microsoft.AspNetCore.Mvc;
 using Microsoft.AspNetCore.Mvc.Rendering;
 using Microsoft.EntityFrameworkCore;
+using PowderCoating.Application.DTOs.Import;
 using PowderCoating.Application.Interfaces;
 using PowderCoating.Core.Entities;
 using PowderCoating.Core.Enums;
@@ -1394,6 +1395,53 @@ public class ToolsController : Controller
         }
     }
 
+    /// <summary>
+    /// Bulk-imports invoice line items from a native CSV file. Lines are matched to their parent
+    /// invoice by InvoiceNumber and revenue accounts resolved by number. Run after the invoice import.
+    /// </summary>
+    // POST: Tools/CsvImportInvoiceItems
+    [HttpPost]
+    [ValidateAntiForgeryToken]
+    public async Task<IActionResult> CsvImportInvoiceItems(IFormFile file)
+    {
+        try
+        {
+            var companyId = _tenantContext.GetCurrentCompanyId();
+            if (companyId == null)
+                return Json(new { success = false, message = "Your account is not associated with a company." });
+
+            if (file == null || file.Length == 0)
+                return Json(new { success = false, message = "No file provided or file is empty." });
+
+            if (!file.FileName.EndsWith(".csv", StringComparison.OrdinalIgnoreCase))
+                return Json(new { success = false, message = "Only CSV files are allowed." });
+
+            _logger.LogInformation("User {UserName} importing invoice items from CSV {FileName} for company {CompanyId}",
+                User.Identity?.Name, file.FileName, companyId);
+
+            using var stream = file.OpenReadStream();
+            var result = await _csvImportService.ImportInvoiceItemsAsync(stream, companyId.Value);
+            await LogCsvImportAsync("InvoiceItems", file.FileName, result);
+
+            return Json(new
+            {
+                success      = result.Success,
+                message      = result.Summary,
+                successCount = result.SuccessCount,
+                skippedCount = result.SkippedCount,
+                errorCount   = result.ErrorCount,
+                totalRows    = result.TotalRows,
+                errors       = result.Errors,
+                warnings     = result.Warnings
+            });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error importing invoice items from CSV");
+            return Json(new { success = false, message = $"An error occurred during import: {ex.Message}" });
+        }
+    }
+
     /// <summary>
     /// Downloads a blank CSV template for the native payment bulk import.
     /// Columns match the native ExportPaymentsCsv output for round-trip compatibility.
@@ -1406,6 +1454,90 @@ public class ToolsController : Controller
         return File(csvBytes, "text/csv", "payment_import_template.csv");
     }
 
+    /// <summary>Downloads a blank CSV template for the invoice line-item bulk import.</summary>
+    // GET: Tools/DownloadInvoiceItemTemplate
+    [HttpGet]
+    public IActionResult DownloadInvoiceItemTemplate()
+    {
+        var csvBytes = _csvImportService.GenerateInvoiceItemTemplate();
+        return File(csvBytes, "text/csv", "invoice_item_import_template.csv");
+    }
+
+    // POST: Tools/CsvImportBills — vendor bill headers (vendor by name, AP account by number).
+    [HttpPost]
+    [ValidateAntiForgeryToken]
+    public Task<IActionResult> CsvImportBills(IFormFile file)
+        => RunCsvImport(file, "Bills", _csvImportService.ImportBillsAsync);
+
+    // POST: Tools/CsvImportBillLineItems — bill lines (run after bills).
+    [HttpPost]
+    [ValidateAntiForgeryToken]
+    public Task<IActionResult> CsvImportBillLineItems(IFormFile file)
+        => RunCsvImport(file, "BillLineItems", _csvImportService.ImportBillLineItemsAsync);
+
+    // POST: Tools/CsvImportDeposits — customer deposits (customer by name, bank account by number).
+    [HttpPost]
+    [ValidateAntiForgeryToken]
+    public Task<IActionResult> CsvImportDeposits(IFormFile file)
+        => RunCsvImport(file, "Deposits", _csvImportService.ImportDepositsAsync);
+
+    // POST: Tools/CsvImportJournalEntries — journal entry headers.
+    [HttpPost]
+    [ValidateAntiForgeryToken]
+    public Task<IActionResult> CsvImportJournalEntries(IFormFile file)
+        => RunCsvImport(file, "JournalEntries", _csvImportService.ImportJournalEntriesAsync);
+
+    // POST: Tools/CsvImportJournalEntryLines — journal entry lines (run after journal entries).
+    [HttpPost]
+    [ValidateAntiForgeryToken]
+    public Task<IActionResult> CsvImportJournalEntryLines(IFormFile file)
+        => RunCsvImport(file, "JournalEntryLines", _csvImportService.ImportJournalEntryLinesAsync);
+
+    /// <summary>
+    /// Shared plumbing for the accounting CSV imports: validates the upload, resolves the company,
+    /// runs the given import function, logs it, and returns the standard JSON result shape.
+    /// </summary>
+    private async Task<IActionResult> RunCsvImport(IFormFile file, string label,
+        Func<Stream, int, Task<CsvImportResultDto>> import)
+    {
+        try
+        {
+            var companyId = _tenantContext.GetCurrentCompanyId();
+            if (companyId == null)
+                return Json(new { success = false, message = "Your account is not associated with a company." });
+
+            if (file == null || file.Length == 0)
+                return Json(new { success = false, message = "No file provided or file is empty." });
+
+            if (!file.FileName.EndsWith(".csv", StringComparison.OrdinalIgnoreCase))
+                return Json(new { success = false, message = "Only CSV files are allowed." });
+
+            _logger.LogInformation("User {UserName} importing {Label} from CSV {FileName} for company {CompanyId}",
+                User.Identity?.Name, label, file.FileName, companyId);
+
+            using var stream = file.OpenReadStream();
+            var result = await import(stream, companyId.Value);
+            await LogCsvImportAsync(label, file.FileName, result);
+
+            return Json(new
+            {
+                success      = result.Success,
+                message      = result.Summary,
+                successCount = result.SuccessCount,
+                skippedCount = result.SkippedCount,
+                errorCount   = result.ErrorCount,
+                totalRows    = result.TotalRows,
+                errors       = result.Errors,
+                warnings     = result.Warnings
+            });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error importing {Label} from CSV", label);
+            return Json(new { success = false, message = $"An error occurred during import: {ex.Message}" });
+        }
+    }
+
     /// <summary>
     /// Bulk-imports payment records from a native CSV file. Invoices are resolved by InvoiceNumber.
     /// Duplicate payments (same invoice + date + amount) are skipped. Updates the invoice AmountPaid
@@ -2044,7 +2176,7 @@ public class ToolsController : Controller
                 }
 
                 // 11. Invoices
-                var invoices = await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId.Value, false, i => i.Customer, i => i.Job);
+                var invoices = await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId.Value, false, i => i.Customer, i => i.Job, i => i.InvoiceItems);
                 var invoicesCsv = GenerateInvoicesCsv(invoices);
                 var invoicesEntry = archive.CreateEntry($"invoices_{timestamp}.csv");
                 using (var entryStream = invoicesEntry.Open())
@@ -2063,6 +2195,17 @@ public class ToolsController : Controller
                     await writer.WriteAsync(accountsCsv);
                 }
 
+                // 12b. Invoice line items — one row per line, carrying the revenue account number so
+                // the invoice's revenue attribution survives an export/import round-trip.
+                var accountNumberById = accounts.ToDictionary(a => a.Id, a => a.AccountNumber ?? "");
+                var invoiceItemsCsv = GenerateInvoiceItemsCsv(invoices, accountNumberById);
+                var invoiceItemsEntry = archive.CreateEntry($"invoice_items_{timestamp}.csv");
+                using (var entryStream = invoiceItemsEntry.Open())
+                using (var writer = new System.IO.StreamWriter(entryStream))
+                {
+                    await writer.WriteAsync(invoiceItemsCsv);
+                }
+
                 // 13. Expenses
                 var expenses = await _unitOfWork.Expenses.FindAsync(e => e.CompanyId == companyId.Value, false, e => e.ExpenseAccount, e => e.PaymentAccount, e => e.Vendor, e => e.Job);
                 var expensesCsv = GenerateExpensesCsv(expenses);
@@ -2074,7 +2217,7 @@ public class ToolsController : Controller
                 }
 
                 // 14. Payments
-                var payments = await _unitOfWork.Payments.FindAsync(p => p.CompanyId == companyId.Value, false, p => p.Invoice);
+                var payments = await _unitOfWork.Payments.FindAsync(p => p.CompanyId == companyId.Value, false, p => p.Invoice, p => p.DepositAccount);
                 var paymentsCsv = GeneratePaymentsCsv(payments);
                 var paymentsEntry = archive.CreateEntry($"payments_{timestamp}.csv");
                 using (var entryStream = paymentsEntry.Open())
@@ -2083,6 +2226,46 @@ public class ToolsController : Controller
                     await writer.WriteAsync(paymentsCsv);
                 }
 
+                // 15. Bills + bill line items (account/job by number, AP account, vendor by name)
+                var jobNumberById = jobs.Where(j => !string.IsNullOrEmpty(j.JobNumber)).ToDictionary(j => j.Id, j => j.JobNumber);
+                var bills = await _unitOfWork.Bills.FindAsync(b => b.CompanyId == companyId.Value, false, b => b.Vendor, b => b.APAccount, b => b.LineItems);
+                var billsEntry = archive.CreateEntry($"bills_{timestamp}.csv");
+                using (var entryStream = billsEntry.Open())
+                using (var writer = new System.IO.StreamWriter(entryStream))
+                {
+                    await writer.WriteAsync(GenerateBillsCsv(bills));
+                }
+                var billLineItemsEntry = archive.CreateEntry($"bill_line_items_{timestamp}.csv");
+                using (var entryStream = billLineItemsEntry.Open())
+                using (var writer = new System.IO.StreamWriter(entryStream))
+                {
+                    await writer.WriteAsync(GenerateBillLineItemsCsv(bills, accountNumberById, jobNumberById));
+                }
+
+                // 16. Deposits (customer by name, bank account + applied invoice by number)
+                var deposits = await _unitOfWork.Deposits.FindAsync(d => d.CompanyId == companyId.Value, false, d => d.Customer, d => d.AppliedToInvoice);
+                var depositsEntry = archive.CreateEntry($"deposits_{timestamp}.csv");
+                using (var entryStream = depositsEntry.Open())
+                using (var writer = new System.IO.StreamWriter(entryStream))
+                {
+                    await writer.WriteAsync(GenerateDepositsCsv(deposits, accountNumberById));
+                }
+
+                // 17. Journal entries + lines (account by number, debit/credit)
+                var journalEntries = await _unitOfWork.JournalEntries.FindAsync(j => j.CompanyId == companyId.Value, false, j => j.Lines);
+                var journalEntriesEntry = archive.CreateEntry($"journal_entries_{timestamp}.csv");
+                using (var entryStream = journalEntriesEntry.Open())
+                using (var writer = new System.IO.StreamWriter(entryStream))
+                {
+                    await writer.WriteAsync(GenerateJournalEntriesCsv(journalEntries));
+                }
+                var journalEntryLinesEntry = archive.CreateEntry($"journal_entry_lines_{timestamp}.csv");
+                using (var entryStream = journalEntryLinesEntry.Open())
+                using (var writer = new System.IO.StreamWriter(entryStream))
+                {
+                    await writer.WriteAsync(GenerateJournalEntryLinesCsv(journalEntries, accountNumberById));
+                }
+
                 // 15. Purchase Orders
                 var purchaseOrders = await _unitOfWork.PurchaseOrders.GetAllAsync(false, po => po.Vendor);
                 var purchaseOrdersCsv = GeneratePurchaseOrdersCsv(purchaseOrders);
@@ -2504,7 +2687,7 @@ public class ToolsController : Controller
                 return RedirectToAction(nameof(Index));
             }
 
-            var payments = await _unitOfWork.Payments.GetAllAsync(false, p => p.Invoice);
+            var payments = await _unitOfWork.Payments.GetAllAsync(false, p => p.Invoice, p => p.DepositAccount);
             var csv = GeneratePaymentsCsv(payments);
             var fileName = $"payments_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
 
@@ -2519,6 +2702,164 @@ public class ToolsController : Controller
         }
     }
 
+    /// <summary>
+    /// Exports all invoice line items for the current company as a CSV, keyed by parent invoice number
+    /// and carrying each line's revenue account number. Complements <see cref="ExportInvoicesCsv"/>
+    /// (which is header-only) so invoice detail and revenue attribution round-trip on re-import.
+    /// </summary>
+    // GET: Tools/ExportInvoiceItemsCsv
+    [HttpGet]
+    public async Task<IActionResult> ExportInvoiceItemsCsv()
+    {
+        try
+        {
+            var companyId = _tenantContext.GetCurrentCompanyId();
+            if (companyId == null)
+            {
+                TempData["ErrorMessage"] = "Your account is not associated with a company.";
+                return RedirectToAction(nameof(Index));
+            }
+
+            var invoices = await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId.Value, false, i => i.InvoiceItems);
+            var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value);
+            var accountNumberById = accounts.ToDictionary(a => a.Id, a => a.AccountNumber ?? "");
+            var csv = GenerateInvoiceItemsCsv(invoices, accountNumberById);
+            var fileName = $"invoice_items_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
+
+            await LogExportAsync("InvoiceItems", $"CSV export ({invoices.Sum(i => i.InvoiceItems.Count)} line items)");
+            return File(System.Text.Encoding.UTF8.GetBytes(csv), "text/csv", fileName);
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error exporting invoice items to CSV");
+            TempData["ErrorMessage"] = "An error occurred while exporting invoice items.";
+            return RedirectToAction(nameof(Index));
+        }
+    }
+
+    /// <summary>Exports vendor bill headers (vendor by name, AP account by number) as CSV.</summary>
+    // GET: Tools/ExportBillsCsv
+    [HttpGet]
+    public async Task<IActionResult> ExportBillsCsv()
+    {
+        try
+        {
+            var companyId = _tenantContext.GetCurrentCompanyId();
+            if (companyId == null) { TempData["ErrorMessage"] = "Your account is not associated with a company."; return RedirectToAction(nameof(Index)); }
+
+            var bills = await _unitOfWork.Bills.FindAsync(b => b.CompanyId == companyId.Value, false, b => b.Vendor, b => b.APAccount);
+            var csv = GenerateBillsCsv(bills);
+            await LogExportAsync("Bills", $"CSV export ({bills.Count()} records)");
+            return File(System.Text.Encoding.UTF8.GetBytes(csv), "text/csv", $"bills_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv");
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error exporting bills to CSV");
+            TempData["ErrorMessage"] = "An error occurred while exporting bills.";
+            return RedirectToAction(nameof(Index));
+        }
+    }
+
+    /// <summary>Exports vendor bill line items (account/job by number) as CSV.</summary>
+    // GET: Tools/ExportBillLineItemsCsv
+    [HttpGet]
+    public async Task<IActionResult> ExportBillLineItemsCsv()
+    {
+        try
+        {
+            var companyId = _tenantContext.GetCurrentCompanyId();
+            if (companyId == null) { TempData["ErrorMessage"] = "Your account is not associated with a company."; return RedirectToAction(nameof(Index)); }
+
+            var bills = await _unitOfWork.Bills.FindAsync(b => b.CompanyId == companyId.Value, false, b => b.LineItems);
+            var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value);
+            var jobs = await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId.Value);
+            var accountNumberById = accounts.ToDictionary(a => a.Id, a => a.AccountNumber ?? "");
+            var jobNumberById = jobs.Where(j => !string.IsNullOrEmpty(j.JobNumber)).ToDictionary(j => j.Id, j => j.JobNumber);
+            var csv = GenerateBillLineItemsCsv(bills, accountNumberById, jobNumberById);
+            await LogExportAsync("BillLineItems", $"CSV export ({bills.Sum(b => b.LineItems.Count)} line items)");
+            return File(System.Text.Encoding.UTF8.GetBytes(csv), "text/csv", $"bill_line_items_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv");
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error exporting bill line items to CSV");
+            TempData["ErrorMessage"] = "An error occurred while exporting bill line items.";
+            return RedirectToAction(nameof(Index));
+        }
+    }
+
+    /// <summary>Exports customer deposits (customer by name, bank account + applied invoice by number) as CSV.</summary>
+    // GET: Tools/ExportDepositsCsv
+    [HttpGet]
+    public async Task<IActionResult> ExportDepositsCsv()
+    {
+        try
+        {
+            var companyId = _tenantContext.GetCurrentCompanyId();
+            if (companyId == null) { TempData["ErrorMessage"] = "Your account is not associated with a company."; return RedirectToAction(nameof(Index)); }
+
+            var deposits = await _unitOfWork.Deposits.FindAsync(d => d.CompanyId == companyId.Value, false, d => d.Customer, d => d.AppliedToInvoice);
+            var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value);
+            var accountNumberById = accounts.ToDictionary(a => a.Id, a => a.AccountNumber ?? "");
+            var csv = GenerateDepositsCsv(deposits, accountNumberById);
+            await LogExportAsync("Deposits", $"CSV export ({deposits.Count()} records)");
+            return File(System.Text.Encoding.UTF8.GetBytes(csv), "text/csv", $"deposits_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv");
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error exporting deposits to CSV");
+            TempData["ErrorMessage"] = "An error occurred while exporting deposits.";
+            return RedirectToAction(nameof(Index));
+        }
+    }
+
+    /// <summary>Exports journal entry headers as CSV. Lines export separately.</summary>
+    // GET: Tools/ExportJournalEntriesCsv
+    [HttpGet]
+    public async Task<IActionResult> ExportJournalEntriesCsv()
+    {
+        try
+        {
+            var companyId = _tenantContext.GetCurrentCompanyId();
+            if (companyId == null) { TempData["ErrorMessage"] = "Your account is not associated with a company."; return RedirectToAction(nameof(Index)); }
+
+            var entries = await _unitOfWork.JournalEntries.FindAsync(j => j.CompanyId == companyId.Value);
+            var csv = GenerateJournalEntriesCsv(entries);
+            await LogExportAsync("JournalEntries", $"CSV export ({entries.Count()} records)");
+            return File(System.Text.Encoding.UTF8.GetBytes(csv), "text/csv", $"journal_entries_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv");
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error exporting journal entries to CSV");
+            TempData["ErrorMessage"] = "An error occurred while exporting journal entries.";
+            return RedirectToAction(nameof(Index));
+        }
+    }
+
+    /// <summary>Exports journal entry lines (account by number, debit/credit) as CSV.</summary>
+    // GET: Tools/ExportJournalEntryLinesCsv
+    [HttpGet]
+    public async Task<IActionResult> ExportJournalEntryLinesCsv()
+    {
+        try
+        {
+            var companyId = _tenantContext.GetCurrentCompanyId();
+            if (companyId == null) { TempData["ErrorMessage"] = "Your account is not associated with a company."; return RedirectToAction(nameof(Index)); }
+
+            var entries = await _unitOfWork.JournalEntries.FindAsync(j => j.CompanyId == companyId.Value, false, j => j.Lines);
+            var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value);
+            var accountNumberById = accounts.ToDictionary(a => a.Id, a => a.AccountNumber ?? "");
+            var csv = GenerateJournalEntryLinesCsv(entries, accountNumberById);
+            await LogExportAsync("JournalEntryLines", $"CSV export ({entries.Sum(e => e.Lines.Count)} lines)");
+            return File(System.Text.Encoding.UTF8.GetBytes(csv), "text/csv", $"journal_entry_lines_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv");
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error exporting journal entry lines to CSV");
+            TempData["ErrorMessage"] = "An error occurred while exporting journal entry lines.";
+            return RedirectToAction(nameof(Index));
+        }
+    }
+
     /// <summary>
     /// Exports all purchase orders for the current company as a CSV file, including the vendor
     /// company name resolved via eager loading. PO status is written as its enum name.
@@ -3973,6 +4314,35 @@ public class ToolsController : Controller
         return sb.ToString();
     }
 
+    /// <summary>
+    /// Builds a CSV of invoice line items — one row per item across all the given invoices. The parent
+    /// invoice number and the line's revenue account number (resolved from <paramref name="accountNumberById"/>)
+    /// are written so revenue attribution survives an export/import round-trip. Rows are emitted in
+    /// DisplayOrder within each invoice.
+    /// </summary>
+    private string GenerateInvoiceItemsCsv(IEnumerable<Core.Entities.Invoice> invoices, IReadOnlyDictionary<int, string> accountNumberById)
+    {
+        var sb = new System.Text.StringBuilder();
+        sb.AppendLine("InvoiceNumber,Description,Quantity,UnitPrice,TotalPrice,ColorName,RevenueAccountNumber,DisplayOrder,Notes");
+
+        foreach (var invoice in invoices)
+        {
+            foreach (var item in invoice.InvoiceItems.OrderBy(it => it.DisplayOrder))
+            {
+                var revenueAccountNumber = item.RevenueAccountId.HasValue
+                    && accountNumberById.TryGetValue(item.RevenueAccountId.Value, out var num)
+                        ? num : "";
+
+                sb.AppendLine($"{EscapeCsv(invoice.InvoiceNumber)},{EscapeCsv(item.Description)}," +
+                    $"{item.Quantity},{item.UnitPrice},{item.TotalPrice}," +
+                    $"{EscapeCsv(item.ColorName)},{EscapeCsv(revenueAccountNumber)}," +
+                    $"{item.DisplayOrder},{EscapeCsv(item.Notes)}");
+            }
+        }
+
+        return sb.ToString();
+    }
+
     /// <summary>
     /// Builds a CSV string for the given invoice payment records. The parent invoice number is
     /// resolved from the eagerly loaded <c>Invoice</c> navigation property. PaymentMethod is
@@ -3981,13 +4351,111 @@ public class ToolsController : Controller
     private string GeneratePaymentsCsv(IEnumerable<Core.Entities.Payment> payments)
     {
         var sb = new System.Text.StringBuilder();
-        sb.AppendLine("InvoiceNumber,Amount,PaymentDate,PaymentMethod,Reference,Notes");
+        sb.AppendLine("InvoiceNumber,Amount,PaymentDate,PaymentMethod,DepositAccountNumber,Reference,Notes");
 
         foreach (var payment in payments)
         {
             sb.AppendLine($"{EscapeCsv(payment.Invoice?.InvoiceNumber)}," +
                 $"{payment.Amount},{payment.PaymentDate:yyyy-MM-dd}," +
-                $"{payment.PaymentMethod},{EscapeCsv(payment.Reference)},{EscapeCsv(payment.Notes)}");
+                $"{payment.PaymentMethod},{EscapeCsv(payment.DepositAccount?.AccountNumber)}," +
+                $"{EscapeCsv(payment.Reference)},{EscapeCsv(payment.Notes)}");
+        }
+
+        return sb.ToString();
+    }
+
+    /// <summary>Builds the vendor bill header CSV — vendor by name, AP account by number.</summary>
+    private string GenerateBillsCsv(IEnumerable<Core.Entities.Bill> bills)
+    {
+        var sb = new System.Text.StringBuilder();
+        sb.AppendLine("BillNumber,VendorInvoiceNumber,VendorName,APAccountNumber,BillDate,DueDate,Status,Terms,Memo,SubTotal,TaxPercent,TaxAmount,Total,AmountPaid");
+
+        foreach (var bill in bills)
+        {
+            sb.AppendLine($"{EscapeCsv(bill.BillNumber)},{EscapeCsv(bill.VendorInvoiceNumber)}," +
+                $"{EscapeCsv(bill.Vendor?.CompanyName)},{EscapeCsv(bill.APAccount?.AccountNumber)}," +
+                $"{bill.BillDate:yyyy-MM-dd},{bill.DueDate?.ToString("yyyy-MM-dd")},{bill.Status}," +
+                $"{EscapeCsv(bill.Terms)},{EscapeCsv(bill.Memo)}," +
+                $"{bill.SubTotal},{bill.TaxPercent},{bill.TaxAmount},{bill.Total},{bill.AmountPaid}");
+        }
+
+        return sb.ToString();
+    }
+
+    /// <summary>Builds the bill line-item CSV — one row per line, account/job resolved by number.</summary>
+    private string GenerateBillLineItemsCsv(IEnumerable<Core.Entities.Bill> bills,
+        IReadOnlyDictionary<int, string> accountNumberById, IReadOnlyDictionary<int, string> jobNumberById)
+    {
+        var sb = new System.Text.StringBuilder();
+        sb.AppendLine("BillNumber,AccountNumber,JobNumber,Description,Quantity,UnitPrice,Amount,DisplayOrder");
+
+        foreach (var bill in bills)
+        {
+            foreach (var line in bill.LineItems.OrderBy(li => li.DisplayOrder))
+            {
+                var accountNumber = line.AccountId.HasValue && accountNumberById.TryGetValue(line.AccountId.Value, out var an) ? an : "";
+                var jobNumber = line.JobId.HasValue && jobNumberById.TryGetValue(line.JobId.Value, out var jn) ? jn : "";
+                sb.AppendLine($"{EscapeCsv(bill.BillNumber)},{EscapeCsv(accountNumber)},{EscapeCsv(jobNumber)}," +
+                    $"{EscapeCsv(line.Description)},{line.Quantity},{line.UnitPrice},{line.Amount},{line.DisplayOrder}");
+            }
+        }
+
+        return sb.ToString();
+    }
+
+    /// <summary>Builds the customer deposit CSV — customer by name, bank account + applied invoice resolved.</summary>
+    private string GenerateDepositsCsv(IEnumerable<Core.Entities.Deposit> deposits, IReadOnlyDictionary<int, string> accountNumberById)
+    {
+        var sb = new System.Text.StringBuilder();
+        sb.AppendLine("ReceiptNumber,CustomerName,Amount,PaymentMethod,ReceivedDate,DepositAccountNumber,AppliedToInvoiceNumber,AppliedDate,Reference,Notes");
+
+        foreach (var deposit in deposits)
+        {
+            var customerName = deposit.Customer != null
+                ? (!string.IsNullOrWhiteSpace(deposit.Customer.CompanyName)
+                    ? deposit.Customer.CompanyName
+                    : $"{deposit.Customer.ContactFirstName} {deposit.Customer.ContactLastName}".Trim())
+                : "";
+            var depositAccountNumber = deposit.DepositAccountId.HasValue && accountNumberById.TryGetValue(deposit.DepositAccountId.Value, out var an) ? an : "";
+
+            sb.AppendLine($"{EscapeCsv(deposit.ReceiptNumber)},{EscapeCsv(customerName)},{deposit.Amount}," +
+                $"{deposit.PaymentMethod},{deposit.ReceivedDate:yyyy-MM-dd},{EscapeCsv(depositAccountNumber)}," +
+                $"{EscapeCsv(deposit.AppliedToInvoice?.InvoiceNumber)},{deposit.AppliedDate?.ToString("yyyy-MM-dd")}," +
+                $"{EscapeCsv(deposit.Reference)},{EscapeCsv(deposit.Notes)}");
+        }
+
+        return sb.ToString();
+    }
+
+    /// <summary>Builds the journal entry header CSV. Lines are exported separately.</summary>
+    private string GenerateJournalEntriesCsv(IEnumerable<Core.Entities.JournalEntry> entries)
+    {
+        var sb = new System.Text.StringBuilder();
+        sb.AppendLine("EntryNumber,EntryDate,Reference,Description,Status");
+
+        foreach (var entry in entries)
+        {
+            sb.AppendLine($"{EscapeCsv(entry.EntryNumber)},{entry.EntryDate:yyyy-MM-dd}," +
+                $"{EscapeCsv(entry.Reference)},{EscapeCsv(entry.Description)},{entry.Status}");
+        }
+
+        return sb.ToString();
+    }
+
+    /// <summary>Builds the journal entry line CSV — one row per debit/credit line, account by number.</summary>
+    private string GenerateJournalEntryLinesCsv(IEnumerable<Core.Entities.JournalEntry> entries, IReadOnlyDictionary<int, string> accountNumberById)
+    {
+        var sb = new System.Text.StringBuilder();
+        sb.AppendLine("EntryNumber,AccountNumber,DebitAmount,CreditAmount,Description,LineOrder");
+
+        foreach (var entry in entries)
+        {
+            foreach (var line in entry.Lines.OrderBy(l => l.LineOrder))
+            {
+                var accountNumber = accountNumberById.TryGetValue(line.AccountId, out var an) ? an : "";
+                sb.AppendLine($"{EscapeCsv(entry.EntryNumber)},{EscapeCsv(accountNumber)}," +
+                    $"{line.DebitAmount},{line.CreditAmount},{EscapeCsv(line.Description)},{line.LineOrder}");
+            }
         }
 
         return sb.ToString();

src/PowderCoating.Web/wwwroot/js/tools-import.js

@@ -88,7 +88,17 @@
           tips: ['Download the CSV template to see the expected columns',
                  'Customers must exist before importing — matched by CustomerEmail then Customer name',
                  'Existing invoices matched by InvoiceNumber are updated; new ones are created',
-                 'Line items are not part of the CSV — this imports invoice headers and totals only'] },
+                 'Line items import separately — run the Invoice Line Items import after this one'] },
+
+        { key: 'csv-invoiceitems',
+          label: 'Invoice Line Items', icon: 'bi-list-ul', color: '#0e7490',
+          desc: 'Invoice line items with revenue account attribution',
+          dir: ['import'], fmt: ['csv'],
+          endpoint: '/Tools/CsvImportInvoiceItems', accept: '.csv',
+          template: '/Tools/DownloadInvoiceItemTemplate',
+          tips: ['Import invoices first — each line is matched to its parent by InvoiceNumber',
+                 'RevenueAccountNumber is optional and matched against your Chart of Accounts',
+                 'Re-running is safe — duplicate lines (same description + total + order) are skipped'] },
 
         { key: 'csv-appointments',
           label: 'Appointments', icon: 'bi-calendar-check', color: '#2563eb',
@@ -157,6 +167,53 @@
                  'Valid PaymentMethod values: Cash, Check, CreditDebitCard, BankTransferACH, DigitalPayment',
                  'Invoice AmountPaid and status are updated automatically after each payment'] },
 
+        { key: 'csv-bills',
+          label: 'Bills (AP)', icon: 'bi-file-earmark-ruled', color: '#b45309',
+          desc: 'Vendor bill headers — vendor by name, AP account by number',
+          dir: ['import'], fmt: ['csv'],
+          endpoint: '/Tools/CsvImportBills', accept: '.csv',
+          tips: ['Import Chart of Accounts and Vendors first',
+                 'VendorName matches a vendor; APAccountNumber matches your Chart of Accounts',
+                 'Existing bills matched by BillNumber are skipped',
+                 'Import bill line items separately after this'] },
+
+        { key: 'csv-billlineitems',
+          label: 'Bill Line Items', icon: 'bi-list-ul', color: '#b45309',
+          desc: 'Bill line items with expense account attribution',
+          dir: ['import'], fmt: ['csv'],
+          endpoint: '/Tools/CsvImportBillLineItems', accept: '.csv',
+          tips: ['Import bills first — lines are matched to their parent by BillNumber',
+                 'AccountNumber (expense/asset) and JobNumber are optional',
+                 'Re-running is safe — duplicate lines are skipped'] },
+
+        { key: 'csv-deposits',
+          label: 'Customer Deposits', icon: 'bi-piggy-bank', color: '#059669',
+          desc: 'Deposits with customer, bank account, and applied invoice',
+          dir: ['import'], fmt: ['csv'],
+          endpoint: '/Tools/CsvImportDeposits', accept: '.csv',
+          tips: ['Import Customers and Chart of Accounts first',
+                 'CustomerName matches a customer; DepositAccountNumber matches your Chart of Accounts',
+                 'AppliedToInvoiceNumber is optional — links the deposit to an invoice',
+                 'Existing deposits matched by ReceiptNumber are skipped'] },
+
+        { key: 'csv-journalentries',
+          label: 'Journal Entries', icon: 'bi-journal-bookmark', color: '#374151',
+          desc: 'Journal entry headers — import lines separately after',
+          dir: ['import'], fmt: ['csv'],
+          endpoint: '/Tools/CsvImportJournalEntries', accept: '.csv',
+          tips: ['Existing entries matched by EntryNumber are skipped',
+                 'Valid Status values: Draft, Posted, Reversed',
+                 'Import the entry lines separately after this'] },
+
+        { key: 'csv-journalentrylines',
+          label: 'Journal Entry Lines', icon: 'bi-list-columns', color: '#374151',
+          desc: 'Debit/credit lines with account attribution',
+          dir: ['import'], fmt: ['csv'],
+          endpoint: '/Tools/CsvImportJournalEntryLines', accept: '.csv',
+          tips: ['Import journal entries and Chart of Accounts first',
+                 'Lines are matched to their entry by EntryNumber; AccountNumber is required',
+                 'Each line is a debit or a credit — entries should balance'] },
+
         { key: 'csv-purchaseorders',
           label: 'Purchase Orders', icon: 'bi-cart', color: '#6b7280',
           desc: 'Purchase order headers with vendor, status, and totals',
@@ -204,11 +261,41 @@
           desc: 'Invoice headers, amounts, status, and customer info',
           dir: ['export'], fmt: ['csv'], exportUrl: '/Tools/ExportInvoicesCsv' },
 
+        { key: 'exp-invoiceitems',
+          label: 'Invoice Line Items', icon: 'bi-list-ul', color: '#0e7490',
+          desc: 'Line items with revenue account, keyed by invoice number',
+          dir: ['export'], fmt: ['csv'], exportUrl: '/Tools/ExportInvoiceItemsCsv' },
+
         { key: 'exp-payments',
           label: 'Payments', icon: 'bi-cash-coin', color: '#059669',
           desc: 'Invoice payment records with method and reference',
           dir: ['export'], fmt: ['csv'], exportUrl: '/Tools/ExportPaymentsCsv' },
 
+        { key: 'exp-bills',
+          label: 'Bills (AP)', icon: 'bi-file-earmark-ruled', color: '#b45309',
+          desc: 'Vendor bill headers with vendor and AP account',
+          dir: ['export'], fmt: ['csv'], exportUrl: '/Tools/ExportBillsCsv' },
+
+        { key: 'exp-billlineitems',
+          label: 'Bill Line Items', icon: 'bi-list-ul', color: '#b45309',
+          desc: 'Bill line items with expense account, keyed by bill number',
+          dir: ['export'], fmt: ['csv'], exportUrl: '/Tools/ExportBillLineItemsCsv' },
+
+        { key: 'exp-deposits',
+          label: 'Customer Deposits', icon: 'bi-piggy-bank', color: '#059669',
+          desc: 'Deposits with customer, bank account, and applied invoice',
+          dir: ['export'], fmt: ['csv'], exportUrl: '/Tools/ExportDepositsCsv' },
+
+        { key: 'exp-journalentries',
+          label: 'Journal Entries', icon: 'bi-journal-bookmark', color: '#374151',
+          desc: 'Journal entry headers with reference and status',
+          dir: ['export'], fmt: ['csv'], exportUrl: '/Tools/ExportJournalEntriesCsv' },
+
+        { key: 'exp-journalentrylines',
+          label: 'Journal Entry Lines', icon: 'bi-list-columns', color: '#374151',
+          desc: 'Debit/credit lines with account, keyed by entry number',
+          dir: ['export'], fmt: ['csv'], exportUrl: '/Tools/ExportJournalEntryLinesCsv' },
+
         { key: 'exp-appointments',
           label: 'Appointments', icon: 'bi-calendar-check', color: '#d97706',
           desc: 'Customer, type, status, and scheduling details',