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 :
1) 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.
2) 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.
3) 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.
4) 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.
5) Importing Journal
You can import Journals via following steps: Accounting > Journals > Add New Record > Import
You can import the files here.