Importing/Exporting Data

Import and export accounting components

  • Import Data Effectively

    WP Ever Accounting allows you to easily import accounting entities such as customers, vendors, accounts, and more in CSV format. To import these components, navigate to the Tools > Import menu, where you will find the available import options. Import Data – Components The following components can be imported from the Tools menu: Customers Vendors Categories Taxes …

  • Import Customers

    WP Ever Accounting allows you to import customers independently. To do this, navigate to the Tools menu under Accounting on the dashboard. Here, you’ll find both Import and Export options. Select the Import tab to access the available fields for importing data, then look for the Import Customers section. In this section, you can download …

  • Import Vendors

    WP Ever Accounting gives you the option to import its components. From the dashboard under Accounting, go to the Tools menu, where you’ll find options for both Import and Export. Click on the Import tab to access the vendor import functionality. Under the Import Vendors section, you’ll see an option to download a sample CSV file. The sample file …

  • Import Revenues

    To import revenue in WP Ever Accounting, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import revenues. A sample file formatted in CSV is given so that you can download the file and learn about …

  • Import Payments

    To process payments in WP Ever Accounting, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and just down below, you will find a field to import payments. A sample file formatted in CSV is given so that you can download the file and …

  • Import Accounts

    From the dashboard in WP Ever Accounting, under ‘Accounting‘, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import accounts. A sample file formatted in CSV is given so that you can download the file and …

  • Import Categories

    Importing categories in WP Ever Accounting is essential to enhance the plugin’s functionality. To get started, navigate to the Tools menu under the Accounting section in the dashboard. Here, you’ll find both import and export options. Select the Import tab, where you’ll see a field to Import Categories. A sample CSV file is provided to help you understand …

  • Export Data

    WP Ever Accounting gives you an opportunity to export data. To export accounting entities, go to Tools menu from Accounting. There, you will find both the import and export options. Exporting Entities The following components you can export from the export page. Simply click on the export button for each entity and a CSV file …