Question asked by Cecille Batestil 8 years ago
Hi,
Could you please let us know how to import data from excel to clearbooks?
It would be an initial set-up of company which was already in excel, expenses and revenue.
Do we have a certain format in excel we need to follow and how do we upload it?
Thank you and best regards, Cecille
Hi Cecille,
To import data from spreadsheet files, please make sure that they are in CSV format and then go to Tools> Import> Overview and select your chosen category in which to import. You will then need to upload your file and set the mappings. Please pay attention to the instructions on this page as they will enable you to import the data correctly. This needs to be done section by section and imported bills and invoices will then need to be paid off in the system by allocating payments.
Expenses cannot be imported, however, bank balances etc. can be input as opening balances in the Dashboard> Getting started section.
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