Move from a spreadsheet

Prepare separate CSV lists and supported opening records from your own files.

0 of 6 done

1
Plan and prepare files
Check supported records, use the CSV templates and remove report titles, subtotals and footer rows.
2
Import accounts
Review existing codes and add accounts before contacts or opening records.
- Import a chart of accounts
3
Import contacts
Prepare separate customer and vendor files and review each before committing.
- Import customers
- Import vendors
4
Import unpaid documents General only
Use each document's remaining unpaid amount. Committing posts the documents immediately.
- Import unpaid invoices and bills
5
Enter opening balances General only
Import remaining balances after open documents. Committing posts a journal on the as-of date.
- Enter opening balances
6
Check your numbers
Compare your opening trial balance with the old books. Nonprofit does this after support has planned and entered the opening ledger.
- Check your opening numbers against the old books

Before you start

Owners can import. Other members need the permissions for each import type.

The Import data screen lists customers and vendors before accounts. Import accounts first anyway.

Nonprofit can import customers, vendors and accounts only. Contact support to plan the opening ledger.

Check your opening numbers before entering later activity.