Importing Customer, Vendor and Inventory Item Data

Importing Customer, Vendor and Inventory Item Data

Importing Customer, Vendor and Inventory Item Data


Leave the importing to us! We will import your Customers and Vendors from your old accounting package, free of charge. Here’s what you need to know and what you need to do to make this happen.

Your Content


  1. Export your data (customers, vendors, items) from your old accounting software. Please refer to the instructions for your package to see how this is done. You will need to be able to get the data in CSV (comma separated values) or xls/xlsx (Excel) format.
  2. Download AccountingSuite™ import templates at the bottom of this article. We will import your data at no cost if it is in these templates. If it is it another format the charge for import is $99 for each type of data imported.
  3. Ensure that your chart of accounts is complete and final. If you need to import your chart of accounts that will need to be completed before moving to the next step.
  4. Complete the vendor import template first. Next, customers. Finally, items. Columns in red are required. All else is optional. This order is important.
  5. Click here to send the files to the data import team in a secure manner. Drag the file to the indicated spot on the page.
  6. If there are questions someone will be in touch with you. Otherwise you can wait until we call you to review the data once it’s been imported.

    • Related Articles

    • Data Import Tool

      Importing Data Please note : We are in the process of improving this tool, so you may see some things not mentioned here! There is more detailed documentation in the works. If you are trying to import transactions into Cloud Banking, please see this ...
    • Importing Items

      Importing Items When setting up either product or service based companies, creating items in inventory allow you to put them on Sales and Purchases Orders, Sales Invoices and Bills, and Time-tracking records. Wait! Time-tracking records? Why would ...
    • Getting Started Steps

      Welcome! AccountingSuite™   is a powerful, all-in-one business application that combines accounting, cloud banking, order management, inventory, project and time tracking into one cloud-driven platform. Cool! Power in the cloud. So where do I get ...
    • Inactivating Inventory Items

      Overview Items may be inactivated if they are no longer needed in your inventory. Usage To inactivate an item, Navigate to Inventory / Items Hightlight the item(s) to inactivate.   Use the ctrl key (windows) or cmd key (mac) to select multiple items. ...
    • Getting Started Step 4 & 5 - Setup Customer & Vendor Central

      Customer / Vendor Central Customer / Vendor Central is your one-stop shop for everything you need when completing business related tasks. Our Customer / Vendor Central brings together the relationship you have with customers and vendors in one easily ...