Currently bank transactions for the year 6th April 2015 to date have been posted to Quickfile.
I would like to import the year end sales ledger balances for the previous year (year ended 5th April 2015) from another application.
Can I import the invoice, credit notes, part invoice paid making up the sales ledger balance into quickfile?
can this be imported as a CSV Excel file ?
Hi @ASHETH
How are the figures prior to 6th April 2015 recorded? For example, are they stored in another accounting package (like QuickBooks, Sage, Xero etc.), or do you have them saved in a spreadsheet?
You can certainly import these figures, but if you’ve only been using QuickFile since the 6th April 2015, then you may find importing a trial balance would be the best way, as this would bring in all the balances.