Import data

Accounting › Import data. Owners, admins and accountants can import.

You can switch to VexLedger from Xero, QuickBooks or a spreadsheet. Nothing is written until you confirm: you see a preview first.

• Contacts: customers and suppliers.
• Chart of accounts: your accounts and their types.
• Opening balances: the balance of each account on a start date.

1. Choose What to import.
2. Choose your CSV file. Export one from your old system or spreadsheet.
3. For opening balances, choose the Date they apply to.
4. Review the preview, then confirm.