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Can I import data from .csv?

Yes, you can import data into Express Accounts from a .csv file.

Bank Transactions

  1. Select Import Transactions... from the Accounts menu
  2. Click the ... button to browse to the .csv file
  3. Click the OK button
  4. Click the Click to assign text and select the matching import field for each Express Accounts field
  5. If you have a header row, change the Start from row: number to 2
  6. Click OK
  7. Review the Import Transactions window for accuracy
  8. Click the Import button

Customers

  1. Select Customers from the View menu
  2. Select Import Customers from CSV from the Customer menu
  3. Select the .csv file
  4. Click the Click to assign text and select the matching import field for each Express Accounts field
  5. Click the OK button

You can import data for the following items by following the steps for Customers. Simply select the correct category from the View menu, then follow the remaining steps.

  • Invoices
  • Quotes
  • Sales Orders
  • Suppliers
  • Items

 

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