Posted 8 years ago by AccountsPortal Jon
You can now import your invoices and credit notes from a CSV file. This is a very efficient method for quickly entering large volumes of data into AccountsPortal, or if you are transferring from another accounting system.
Simply download our template file, copy in your invoice data and hit the upload button - AccountsPortal takes care of all the rest for you. Easy and fast.
For more information, refer to our help document on Importing Invoices and Credit Notes.