Before importing large amounts of data, it is advised you create a restore point of your current accounting data. 

Step 1.

Navigate to Tools > Import > Overview> CSV import. 

Step 2.

Click on Sales payments. 

Step 3.

Download the template by clicking on the link shown below. 

Step 4.

Copy the data from the exported file (from a previous system) 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.

Select a bank account, then drag and drop or select the .csv file with the Sales payments you wish to add.

Step 6.

Map the fields in Clear Books to the appropriate columns of the spreadsheet. Click on Import. 

Technical support is available from Monday to Friday, 9 - 5.

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