dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting)

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      3 comments  ·  General  ·  Admin →
      dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) gave this 1 vote  · 
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        0 comments  ·  General  ·  Admin →
        dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) shared this idea and gave it 1 vote  · 
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          0 comments  ·  General  ·  Admin →
          dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) shared this idea and gave it 1 vote  · 
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            0 comments  ·  General  ·  Admin →

            Actually this was completed a while ago, although we can’t receive billflo invoices INTO the system yet. You’ll have to ask billflo for that one, they have to customize their software to make it work.

            dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) shared this idea and gave it 1 vote  · 
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              0 comments  ·  General  ·  Admin →
              dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) shared this idea and gave it 1 vote  · 
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                0 comments  ·  General  ·  Admin →
                dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) shared this idea and gave it 1 vote  · 
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                  1 comment  ·  General  ·  Admin →
                  dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) gave this 1 vote  · 
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                    completed  ·  0 comments  ·  General  ·  Admin →
                    dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) shared this idea and gave it 2 votes  · 
                  • 33 votes
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                      2 comments  ·  General  ·  Admin →
                      dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) commented  · 

                      Hi Martin, you may want to call them and confirm this – it may be something they can enable for you, or which is in an unintuitive part of their user interface.

                      dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) shared this idea and gave it 1 vote  · 
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                        2 comments  ·  General  ·  Admin →
                        dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) shared this idea and gave it 1 vote  · 
                      • 21 votes
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                          9 comments  ·  General  ·  Admin →

                          This is now available for customers and vendors: https://www.clarityaccounting.com/help/index.php/2009/04/14/importing-contacts/

                          Also bank statements can be imported via CSV.

                          To import a chart of accounts you can use the Trial Balance import. First opt into beta features from your Settings and go to the Accounts section and click the trial balance import link.

                          We’d love to see some more example Excel or CSV files to import – there are many ways to format an Excel/CSV file for bookkeeping and we need to know whether we’ve got our bases covered. We just need the column headings and a sample of the data included in each column.

                          Thanks!

                          dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) commented  · 

                          Thanks for the sample file, Beth! Keep them coming …

                          dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) commented  · 

                          Hi ellen, go ahead and send us something at support@clarityaccounting.com and we’ll add it to our collection of formats to support when we add this feature.

                          dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) gave this 1 vote  · 
                          dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) shared this idea  · 
                        • 45 votes
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                            1 comment  ·  General  ·  Admin →
                            dobesvAdmindobesv (Admin, Kashoo / Clarity Accounting) shared this idea and gave it 1 vote  · 

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