Migrating from previous accounting system to ProfitBooks:
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Let's see how to migrate from previous accounting to ProfitBooks:
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You can import most of the data like customers, vendors, products, invoices and purchases. Our customers normally specify closing balances of previous bookkeeping system as opening balance in ProfitBooks.
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Let's see all one by one:
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1) Importing Customers
You can import customers via following steps: Income > Customers > New Customer
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You will get the Import option. You can export the customer data in Excel or PDF format.
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2) Importing Products
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You can import your products list via following steps: Items > Products / Services > Import
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You can see the tips mentioned while importing the products. Also, a sample CSV download file option is there too.
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3) Importing Chart of Accounts
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You can import Accounts via following steps: Accounting > Chart of Accounts > Import
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You will get the Import option.
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4) Importing Vendors
You can import Vendors list via following steps: Expenses>Vendors
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You will get the Import option. You can export the Vendor data in Excel or PDF format.

You can also import the Invoices and Purchase Bills in ProfitBooks.