Import

How to import sales invoices
The sales invoice import tool in Clear Books only supports files in CSV format only. The sales invoice import tool only allows certain types of data to be i...
Wed, 11 Jul, 2018 at 12:45 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 > Impo...
Fri, 22 Jun, 2018 at 9:58 AM
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...
Thu, 12 Jul, 2018 at 3:04 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...
Thu, 12 Jul, 2018 at 12:32 PM
How to import from Freshbooks
Use the Freshbooks import tool to import sales invoices, customers and payments into Clear Books. Step 1. Navigate Tools> Import> Overview> Co...
Thu, 12 Jul, 2018 at 5:15 PM
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 > Impor...
Fri, 13 Jul, 2018 at 4:33 PM
How to import bill payments
You can use the import bill payments tool to pay off multiple bills with multiple separate payments. Only files in .CSV format are supported. The bill numbe...
Thu, 19 Jul, 2018 at 10:33 AM
How to import a list of customers
The Customers import tool allows you to import a list of customers from a file in .CSV format. The import tool will prevent duplicate customer names from be...
Thu, 19 Jul, 2018 at 11:06 AM
How to import a list of suppliers
The Suppliers import tool allows you to import a list of suppliers from a file in .CSV format. The import tool will prevent duplicate supplier names from be...
Thu, 19 Jul, 2018 at 11:12 AM
How to import multi-currency invoices
The sales invoice import tool in Clear Books only supports files in CSV format only. The sales invoice import tool only allows certain types of data to be i...
Thu, 19 Jul, 2018 at 12:37 PM