| | Resolution | What can you import? - Chart of Accounts (in a new company)
- Customers and Vendors
- Products, Services and Stocks
- Sales and Expenses Quick Entries
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- Allows batch recording of past sales and purchases invoices or credit notes
- Suitable for invoices issued from another system
- You can't print or present quick entries to customers
- Create an invoice from scratch within the product to print it
- Create or import contacts before importing Quick Entries
- Customer/Vendor Opening Balances
- Bank transactions
- Journals (only available in CA and UK)
What can you not import?
- Sales Invoices and Bills
- Foreign invoices
- Invoices with foreign currencies
- General Ledger Opening Balances (except for Customer/Vendor OB)
Where do you import?
Import data from each of the following tabs: - Settings, Chart Of Accounts, New Ledger Account, Import Accounts
- Sales or Expenses, Quick entries, New Quick Entry, Import Quick Entries
- Contacts,
- Customer, New Customer, Import Customers
- Vendor, New Vendor, Import Vendors
- Products and Services, New Item, Import Items
- Settings, Opening Balances, Customer or Vendor, New Opening Balance, Import Opening Balances
- Banking, Bank account, Import Statement
 NOTE: Connecting to the bank with Bank Feeds disables the Import Statement feature.
- Adjustments, Journals, New Journal, Import Journals
What format do you import? CSV - Retrieve or export your data into a spreadsheet file (such as Excel) and organize the data before importing it
- Upload your preformatted CSV file
- You can't import any other format such as .txt or .zip, even if used in another Sage product
- Edit the CSV based on the template before importing it
- Download the template provided in the import window and paste your data into it to avoid errors
Bank transactions - Import bank statements as CSV files and follow the template in the import window
- Upload OFX or QIF files downloaded directly from your online bank without preparing or modifying the file
- Connect your bank account directly via bank feed and download up to approximately 90 days worth of transactions (bank dependent)
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