Another way to Import your Customers, Assets, Expenses, and Items & services are in your settings.

Click CSV Imports in the menu, select the setting gear in the top right, and click Import Customers, Assest, Expenses, Items & Services.

Once on this page, four buttons allow you to import information using a .CSV file.

When you click on "Import Customers," you will be taken to a page that has a sample .CSV file you can download to make sure your document is how it needs to be for a successful import.

When you click "Import Assets" (Properties), you will be taken to a page with a sample .CSV file you can download to make sure your document is how it needs to be for a successful import.

When you click "Import Items & Services," you will see a "Click to Select File to Import" button. Click this to import your .CSV file for items and services.

When you click "Import Expense," you will be taken to a page that has a sample .CSV file you can download to make sure your document is how it needs to be for a successful import. Once a file is ready to import, click the blue "Click to Select File to Import" button.