Use the Freshbooks import tool to import sales invoices, customers and payments into Clear Books.

Step 1.


Navigate Tools> Import> Overview> Convert from other accounting systems 


Step 2.


Click Freshbooks and Next. This will take you through to Clear Books' internal Freshbooks importing tool.


Step 3.


The Freshbooks import tool has two options. It is advised that customers are imported first.


Either check the Import all clients box or import one customer at a time by entering the Username and Email into the appropriate fields. Click the Import button when you have done one of the two options.


Step 4.


Once customer details have been imported, use the Import invoices form to import sales invoices into Clear Books. The option Update Invoice allows the updating of invoices already imported into Clear Books from Freshbooks with payments.



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