Import overview

How to import your customer and supplier details, your products and services, opening balances, bank statements and bank transactions, quick entry invoices and your chart of accounts into Accounting.

For bank statements, we support QIF, OFX and Excel XLS and CSV files.

For all other imports, we support CSV files.

Import chart of accounts

Import records

Import transactions

Import opening balances

Common errors

Common import errors

Related content

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