How to Import Data from a Connected Accounting System

Step-by-Step Instructions

1. 

   Access the import feature for your Connected Accounting System.

2. 

   Go to Settings by clicking the gear icon in the top right corner. Under Integrations, select Connect Accounting.

3. 

   View the available import options, including Tax codes, Account codes, Items, Customers and Suppliers, and Contacts.

4. 

   Select Customers and Suppliers, then click Start to begin the import. The import runs in the background.

5. 

   After receiving the email confirmation that the data has been successfully imported, return to the application.