Journal Data If you have historic journal data and can save it in CSV format you can import it into Business Accountz. As a minimum your data must have the following columns defined: • • • •
Date Account Amount From (Credit) Amount To (Debit)
The import wizard is made up of the following steps: 1. 2. 3. 4. 5. 6.
Choose the data file you wish to import Label the columns of your import file Specify date format in file Optional Step - might not be needed Define 'From|To|Other Account' values found in import file Specify default values Preview data to be imported
Products If you have existing product data and can save it in CSV format you can import it into Business Accountz. As a minimum your data must have the following columns defined: •
Name
The import wizard is made up of the following steps: 1. 2. 3. 4. 5. 6.
Choose the data file you wish to import Label the columns of your import file Define 'VAT Code' values Optional Step - might not be needed Define 'Currency' values Optional Step - might not be needed Specify default values Preview data to be imported
Customers If you have existing customer data and can save it in CSV format you can import it into Business Accountz. As a minimum your data must have the following columns defined: •
Name
The import wizard is made up of the following steps: 1. 2. 3. 4. 5. 6.
Choose the data file you wish to import Label the columns of your import file Define 'Country' values Optional Step - might not be needed Define 'From|To|Other Account' values found in import file Optional Step - might not be needed Specify default values Preview data to be imported