I’ve been using Bokio software for many years and would like to transfer all my invoices and previously closed years to QuickFile. I’m a sole trader.
What’s the quickest way to do this?
I’ve been using Bokio software for many years and would like to transfer all my invoices and previously closed years to QuickFile. I’m a sole trader.
What’s the quickest way to do this?
Hello @amquick
Generally you would start by entering opening balances as of a set date (rather than transferring all previously closed years).
You can also import your invoices in CSV format once you export them from your old software.
Here are some support articles to help and the link to our knowledgebase.