I'm thinking of purchasing Solar. Can I import our current finances from excel into the solar package, or would we need to input it all manually?
Thank you.
Emma
Hello Emma,
You cannot import transactions into Solar Accounts. The best approach is to pick a 'conversion date' - enter any transactions before that date into your spreadsheet and transactions after that date into Solar Accounts. You should also go to the Accounts list to enter the account balances on the conversion date.
Cheers,
