DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Importing large customers data with balances


#1

I am using the desktop edition and would like to import all the customers from my Excel sheet with balances.
I do not see anywhere how to. Is there a way to do it yet?


#2

When you say “with balances” I assume you mean outstanding invoices.

So you can’t just import the balance. You need to enter list of all invoices which are outstanding. See: http://guides.manager.io/businesses/customers/opening-balances