Import

How to import sales invoices
To import sales invoices into Clear Books from a prior system, data must be exported in CSV format. Step 1. Navigate Tools > Import > Overview...
Tue, 28 Nov, 2017 at 4:28 PM
How to import bills
When importing purchase invoices (bills) from a prior system, make sure that the data has been exported in CSV format. Step 1. Navigate Tools > I...
Tue, 28 Nov, 2017 at 4:30 PM
How to import stock items
Export stock items from a prior system and import into Clear Books using the stock import tool. See the steps below for details on how to format the data an...
Tue, 28 Nov, 2017 at 4:31 PM
How to delete import mapping
When importing a file into Clear Books for the first time, the columns of the file must be mapped to the data fields in Clear Books. This mapping is saved f...
Tue, 28 Nov, 2017 at 4:32 PM
How to import from Freshbooks
Use the Freshbooks import tool to import sales invoices, customers and payments into Clear Books. Step 1. Navigate Settings > Organisation> De...
Thu, 1 Mar, 2018 at 9:24 AM
How to import sales payments
Before importing large amounts of data, it is advised you create a restore point of your current accounting data.  Step 1. Navigate to Tools > Im...
Tue, 28 Nov, 2017 at 4:35 PM
How to import bill payments
Step 1. Navigate to Tools > Import > Overview. Step 2. Click on Bill payments. Step 3. Select a bank account, then drag an...
Tue, 28 Nov, 2017 at 4:35 PM
How to import from Sage to Clearbooks
Before starting please ensure you have your reporting periods and VAT schemes set up correctly on Clearbooks. They should encompass the data being imported ...
Tue, 28 Nov, 2017 at 4:37 PM
Importing customer details from a CSV
Step 1. Navigate to Tools > Import > Overview. Step 2. Select Customers under the Sales column on the left-hand side. Step ...
Tue, 28 Nov, 2017 at 4:38 PM
Importing supplier details from a CSV
Step 1. Navigate to Tools > Import > Overview. Step 2. Select Suppliers from the Bills column on the right hand side. Step 3....
Tue, 28 Nov, 2017 at 4:39 PM