We are moving across to using an online Hall Booking system, which also has an invoicing package. It has links with products such as Sage and Xero. They have suggested the use of csv files to save invoice details and port it into quickfile. Has anyone done this, and if so are there any gotchas to look ?out for
Hello @Ale
You can import your sales invoices in CSV format
Here is the support article Importing sales and purchase invoices
You can import your sales invoices into QuickFile using CSV files. Make sure your CSV matches QuickFile’s required format, including invoice dates, client details, and amounts. For guidance, check QuickFile’s support article on importing sales and purchase invoices.