Import Data Effectively

WP Ever Accounting gives you an opportunity to import accounting entities such as customers, vendors, accounts, and more in CSV format.

To import these components, go to the ‘Tools’ menu. There, you will find both the importing options.

Import Data – Components

The following components you can import from the ‘Tools’–

Customers
Vendors
Accounts
Revenues
Payments
Items
Currencies
Categories

Import Data — Import CSV files

For each importing component, sample files are given to decipher the fields used in each component and to work out accordingly.