Import Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/import/ Accounting & Payroll | Free Trial - No Card Required‎ Tue, 21 Mar 2023 16:14:41 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.3 https://www.kashflow.com/wp-content/uploads/2019/11/kashflow-icon-2.png Import Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/import/ 32 32 Import Customers CSV https://www.kashflow.com/support/kb/import-customers-csv/ Tue, 29 Dec 2020 05:39:44 +0000 http://www.kashflow.com/?p=206 This article describes how to import customer records using the CSV importer

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Import Suppliers CSV https://www.kashflow.com/support/kb/import-suppliers-csv/ Tue, 29 Dec 2020 05:39:27 +0000 http://www.kashflow.com/?p=210 This article describes how to import suppliers using the CSV importer

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Sage Importer https://www.kashflow.com/support/kb/sage-importer-tool/ Wed, 16 Sep 2020 16:06:41 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=73390 As part of our commitment to ensuring that customers have a smooth process for getting started with KashFlow, we offer a free tool to help you migrate data from desktop Sage into our online bookkeeping application. The Export Wizard brings across all of your Sage data: customers, suppliers, sales, purchases, bank accounts, nominal codes, opening […]

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Import Bank Transactions CSV https://www.kashflow.com/support/kb/import-bank-transactions-csv/ Mon, 14 Sep 2020 11:20:33 +0000 http://www.kashflow.com/?p=238 This guidance describes how to import bank transactions to KashFlow via the CSV importer

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CSV Import Mapping https://www.kashflow.com/support/kb/csv-import-mapping/ Mon, 11 Aug 2014 11:04:36 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=67644 This article will talk you through the CSV mapping when importing a CSV file. When importing your CSV file you will need to Map your columns, this is effectively telling KashFlow what you have in your columns and where to put them in the software. Whilst this sounds daunting we have made it an accessible task. What […]

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QuickBooks Importer https://www.kashflow.com/support/kb/quickbooks-importer/ Sat, 29 Dec 2012 23:20:15 +0000 http://www.kashflow.com/?p=244 This article explains how to migrate your customer and supplier data from QuickBooks to KashFlow.

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CSV Import https://www.kashflow.com/support/kb/csv-import/ Sat, 29 Dec 2012 22:49:49 +0000 http://www.kashflow.com/?p=237 This article describes how to use the CSV importer and provides links to the guidance and templates for use

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Troubleshooting CSV Importer – CSV Files Scrambled https://www.kashflow.com/support/kb/csv-importer-troubleshooting-csv-files-scrambled/ Sat, 29 Dec 2012 22:07:29 +0000 http://www.kashflow.com/?p=235 This article advises on what to do if your CSV file is importing incorrectly and appears to be scrambled

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Troubleshooting CSV Importer – Apple Macs https://www.kashflow.com/support/kb/csv-importer-troubleshooting-apple-macs/ Sat, 29 Dec 2012 22:05:14 +0000 http://www.kashflow.com/?p=234 This article describes how to import your CSV files using a Mac

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Troubleshooting CSV Importer – Common Mistakes https://www.kashflow.com/support/kb/common-mistakes/ Sat, 29 Dec 2012 22:03:24 +0000 http://www.kashflow.com/?p=233 This guidance advises on some of the more common mistakes that may result in an error when importing

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Import Ledgers CSV https://www.kashflow.com/support/kb/import-ledgers-csv/ Sat, 29 Dec 2012 21:42:14 +0000 http://www.kashflow.com/?p=231 This article describes how to import ledgers such as your trial balance direct into KashFlow using CSV

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Import Products and Stock CSV https://www.kashflow.com/support/kb/import-products-csv/ Sat, 29 Dec 2012 21:18:47 +0000 http://www.kashflow.com/?p=227 This article describes how to import your products using the CSV importer

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Import Purchase Receipt Payments CSV https://www.kashflow.com/support/kb/import-purchase-receipt-payments/ Sat, 29 Dec 2012 20:57:15 +0000 http://www.kashflow.com/?p=224 This article explains how to import your receipt payments using the CSV importer

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Import Purchase Receipts CSV https://www.kashflow.com/support/kb/import-purchase-receipts-csv/ Sat, 29 Dec 2012 20:46:52 +0000 http://www.kashflow.com/?p=220 This article describes how to import purchases into KashFlow using the CSV importer

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Import Invoice Payments CSV https://www.kashflow.com/support/kb/import-invoice-payments-csv/ Sat, 29 Dec 2012 20:12:22 +0000 http://www.kashflow.com/?p=217 This article describes how to import invoice payments using the CSV importer.

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Import Invoices CSV https://www.kashflow.com/support/kb/import-invoices-csv/ Sat, 29 Dec 2012 20:02:26 +0000 http://www.kashflow.com/?p=213 This article describes how to import your invoices using the KashFlow CSV importer

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Import Nominal Codes CSV https://www.kashflow.com/support/kb/import-nominal-codes-csv/ Sat, 29 Dec 2012 19:27:45 +0000 http://www.kashflow.com/?p=202 This article describes how to import your nominal codes via CSV

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Import Journals CSV https://www.kashflow.com/support/kb/import-journals-csv/ Sat, 29 Dec 2012 19:17:59 +0000 http://www.kashflow.com/?p=199 This article describes how to import a journal via CSV

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