How to import data from other accounting software

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@jimmymcheung

Can Manager import data from other accounting software?

These posts may help

Import Data

yes and no. Data can be imported into a new Manager business. All programs use different data structures so this involves time / money and requires some computing skills. Doing so involves sequentially populating each of the database tables in Manager using Batch create. To maintain the links between tables you will need to do a subsequent “Batch update” to find the key assigned to each record you create, the key is then used to link to other tables. Assigning the key (a GUID) to records in oth…

How to batch import in manager

Some hints for batch creating. Most tab in Manager correspond to a different relational database tables The required data format for each tabs batch create is most easily determined by manually entering some data in that tab then doing a “Batch update”. Record links to other tables is done via a UUID. The UUID for most of theses links can be easily found by doing a batch update of the target database table / tab, the final field is the Key / UUID for that item. Exceptions include Tax…

Can I import data from Quicken?

The advantage is it enables you to: Correct the deficiencies in your old accounting package (their must be a reason you are moving from the old accounting package). Add the new functionality available in Manager to your old records Test Manager with your real live data prior to training your staff or using it for several years to accumulate a significant amount of new data. Show historical comparison data in all your reports. Many users (but not all) find this capability useful …

@jimmymcheung

I don’t see any place to upload attachments, is Manager capable to hold “digital archive”?

Create a transaction then view it. A button to attach a document will then show at the bottom of the screen.