Import
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...
Mon, 27 Nov, 2023 at 4:42 PM
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...
Mon, 27 Nov, 2023 at 4:43 PM
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...
Mon, 27 Nov, 2023 at 4:45 PM
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, 24 Jun, 2021 at 3:41 PM
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...
Thu, 24 Jun, 2021 at 3:41 PM
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, 24 Jun, 2021 at 3:41 PM
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, 24 Jun, 2021 at 3:41 PM
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, 24 Jun, 2021 at 3:42 PM
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, 24 Jun, 2021 at 3:42 PM