Import invoices

Question asked by Kavitha Soundararajan 3 weeks ago

Hi,

I have just joined Clearbooks ahead of MTD filing for my business. I want to import invoices from my excel spreadsheet and from my previous payment processing system. I have looked at the guides, but I cannot see an option on my Dashboard to do this. Is this available only in the paid version? I have the free version currently to test the system.

This seems to be the case for expenses too.

invoices
Import
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Hi Kavitha,

That is correct, the import functionality is only available on the Accounting, Small paid plan. To access this, you must hover over your business name at the top right > Add new business > Select the Accounting account type. This will give you a 30 day free trial, you can then subscribe to the Small subscription plan before the 30 day trial period to enjoy a 50% discount for the first 3 months.

Tommy

Best answer
3 weeks ago

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