If you're moving from Quickbooks, Freshbooks, Sage, Xero, or any other accounting software to Business Finance Assistant, we offer several tools to facilitate the transition. We recommend closing your previous quarter in your existing accounting solution and starting afresh with a new quarter in Business Finance Assistant.
Our step-by-step help articles guide you through the process of importing the following items:
Importing customers
Importing products and services
Importing suppliers
To begin, export the items from your existing software and then make the necessary edits to align them with the import templates provided in the help articles. It's important to note that the import files must be in CSV format, and direct import of Excel files is not supported.
Please be aware that, at present, importing other items such as invoices, expenses, and accounting transactions is not supported. We recommend against transferring historical accounting data from your previous software. Instead, close your latest quarter or period and commence anew with Business Finance Assistant from the beginning of that period.
If you've already invoiced customers, refrain from recreating the same invoices in Business Finance Assistant. Simply mark the deposit as "Sales - Services" or "Sales - Products," and Business Finance Assistant will handle the accounting. Begin creating any new invoices within Business Finance Assistant from your registration date