Importing Data

If you are currently using another accounting software program, go to this link for the latest information on conversion options. intuit.com.au/accountants-and-bookkeepers/convert-client-data Sometimes the accounting data in your current file cannot be cleaned up in a reasonable timeframe. In these cases, importing your data is a great option to start with a clean accounting file. To import data: Go to the Gear icon > Tools > Import data and select the type of data you would like to import.

Note: Download a Sample File to use as a template for correct file mapping. File types for import must be of .xlsx or .csv file type.