Customer records can be entered manually, or imported from a CSV comma separated file, or a Excel File Worksheet. New customers can be added with any currency in trading currencies
Importing Files into the Preview
- Set defaults: Currency, TaxLocation, Region, Price Type and Shipping Method
- If the opening balance (debit balance) is not known, use Zero (or omit for xls/xls files). It can be entered later from the General Journal
- A customer record can imported with a matching invoice address and ship to address. To generate an xls template, click on the Template button.
- Import the file into the preview.
- Check for any errors by clicking on the validate function.
- Update entries in the Preview
- Click on Save All.
Import File Select
