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
Items
Accounts
Transfers
Payments
Expenses

Import Data — Import CSV files

For each importable component, sample files are provided to help you understand the fields used and guide you in preparing your data accordingly.