Have you adopted your accounting system to Simply Accounting recently and wondering on how to Import MS Excel data into Simply Accounting?
Here we have an answer. Simply purchasing, Simply Accounting will not serve your need of getting back to the old customers and vendor’s accounting details viz. account type, description, amount due and all. What we all need to do is just upload all the old data into your new software Simply Accounting if you have your customer and Vendor data in MS Excel spreadsheet. Now the struggle is to how to Import MS Excel data into Simply Accounting.
We can Import MS Excel data into Simply Accounting, is what we got through the message on Simply Accounting purchase box read as “Switch from QuickBooks, Excel, Quicken, or MYOB”. Vendor information is no problem that will be entered as required” – is according to some customers.
Here we are giving you a tip on how to Import MS Excel data into Simply Accounting software:
When the first time you're giving a shot at Simply Accounting to import all the data which is already in spreadsheet format, the first step is;
Save the file in CSV format after taking a screenshot on the formatting of the Excel spreadsheet.
The only customer information can carry forward is, Customer Name, Address, phone number, etc and actual transactions will not come over.
ACT! is a different Sage product mainly used for storing customer/vendor and contact information.
This product is used to link the both Simply Accounting and ACT programs provided they are installed on the same computer.
Likewise, we can Import MS Excel data to Simply Accounting if the file format is CSV specifically.
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Business Innovation Technologist’