#Migrating from previous accounting system to ProfitBooks:

Let's see how to migrate from previous accounting to ProfitBooks:

You can import most of the stuff like customers, products, invoices, expenses and journal vouchers. Our customers normally specify closing balances of previous bookkeeping system as opening balance in ProfitBooks.

Let's see all one by one :

Importing Customers
You can import customers via following steps : Income > Customers > New Customer



You will get the Import option. You can import the customer data in Excel or PDF format.

Importing Products
You can import your products list via following steps : Items > Products / Services > New Product > Import



You can see the tips mentioned while importing the products. Also a sample CSV download file option is there too.

Importing Expenses
You can import expenses via following steps :



You will get the Import option. You can import the expenses in Excel or PDF format.

Importing Invoices
You can import Invoices via following steps : Income > Invoice > New Invoice / import



You can see the tips mentioned while importing the Invoices. Also a sample CSV download file option is there too.

Importing Journal
You can import Journals via following steps : Accounting > Journals > Add New Record > Import



You can import the files here.

You can also read about

How to create a New Product or Service ?
How to add Opening Balance of Accounts, customers and vendors?
How to add a new user?
How to create new account?
How to add a New Bank Account ?
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