Import

Hi Kelly,

If you would like to go to Tools > Import > Overview you will see a list of different items you can import. Click on the one you want and, if you are in the demo account, you will be given an example of how to set out the sales figures.

When you are happy, simply select the file you want to upload and click upload.

When importing, it is best to create a CSV (spreadsheet) style document. Simply create it as per the example and follow the steps in this guide: http://www.clearbooks.co.uk/support/guides/import-settings-2/how-to-import-sales-invoices-2/ This is a specific guide, but all imports follow the same basic rules.

I hope this helps. If you have any further questions, please let me know.

Many Thanks

Chris