Need to get the compant data into the comany

Do you want to import data transactions in XLS/CSV to your company file? or else?

Hello, @cityofironjuncti,

You can import your customers and vendors lists into your existing company file. Also, you can import your bank transactions, accountant’s changes, general journal entries, and batch transactions.

Here are the different ways you can import your company data:

• With MS Excel
• Using CSV files
• Import and export invoice and other form templates
• Import and export IIFs
• Import bank transactions with Web Connect files
• Send journal entries back and forth with your accountant
• Import accountant changes
• Import batch transactions

Just a heads-up, the importing process is irreversible. Make sure to create a back up your company file before starting the importing process. 

Leave a post below if you have other questions. I'm always here to help.