Bulk Import of Data

Question asked by colin pattrick 8 months ago

Can I ? I have CSV listing of my Paid Invoices Each Uniquely Numbered Invoice has Three Subtotals, Rated Parts, Rated Labor & Zero Rated Parts and displays Customer Number & Name, Method of Payment and Transaction Date None of the Subtotals are blank. £0.00 is displayed where appropriate. Currently the CSV listing is grouped as three consecutive lines, but can easily be changed to One line containing the three Subtotal fields. I can split the CSV file into a)Cash Payment and b)Bank Payments and do separate Imports

Q.1 Can I do a BULK Import Q.2 Can I open Two Accounts in Clear Books, "Petty Cash" and "Bank Account" and do two separate Imports Q.2 Are there any Limits to the Importation. Q.3 Can I import into "Petty Cash Account" and then transfer monies into "Bank Account"

"Great shame that Expenses cannot be Imported" Regards Colin Pattrick

1 Reply

Hi Colin,

So to answer your questions:

Q1. You can bulk import invoices Q2. You can open two accounts in Clear Books and do separate imports to each. Q3. There are a few limitations but if you are just importing invoices or bills you are fine. Q4. You can yes. That is perfectly fine.

All the best,

Mohamed.

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are