To import sales invoices into Clear Books from a prior system, data must be exported in CSV format.

Step 1.

Navigate Tools > Import > Overview.


Step 2.

Click on Sales Invoices. 



Step 3.

Download a template by clicking the here link.


Step 4.

Copy the data from the exported file to the appropriate columns on the template, or alternatively, copy the columns headers from the template to the exported file and delete the columns that are not used.

Step 5.

Check the data and make sure there are no gaps between rows, all the required fields have been filled in and that there are no zero valued invoices.

The required fields for the sales import tool are Invoice number, Invoice date, Customer name, Line description and either Line unit price or Line net price.

Step 6.

Click on the Upload box or drag and drop your file onto this box.


Step 7.

Map the fields in Clear Books to the appropriate columns. Then click the Import button.


Step 8.

Check the boxes next to the invoices to be imported and click Confirm Import.