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User guide
Bring in existing data from Excel
Import past bills, invoices, transactions and expenses from a spreadsheet.
Available on: Business and Enterprise
- 1
Download the template
On Billing, Invoices, Transactions or the Expense Tracker, choose Import and download the sample file.
- 2
Fill it in
Copy your data into the template's columns and save it as CSV or Excel.
- 3
Upload
Upload the file, check the preview and confirm the import.
Follow along in the live demo
Same screens, with sample data. No signup.
More guides
Set up your business and GST detailsAdd your legal name, GSTIN, state and address so they appear on every invoice.Add products and set low-stock alertsBuild your inventory with prices, cost, GST and a minimum stock level for each product.Track expenses so profit is accurateRecord rent, salaries, utilities and other running costs.