How to Import From Excel in Bookkeeper

In Bookkeeper, we can import all data from excel however there are some specific formats for ledgers and transactions.

Import Item/Services from Excel

If your company is Local, then Go on Dashboard > Tools > Import item/services from Excel. But if your company is on BKWeb, then go to Gold Plan > Export/Import Item/Service from Excel.

There are 3 steps to import Items/Services:-

1. Select Inventory Items/services.

­­­­­Download the sample excel file from the below link to import new items.

If you want to update the existing items then you can download existing items in excel and then update them.

Fill data in according to the fields given in the sample excel file and save it.

2. Browse the excel file and open it to import it.

If you are updating the existing items then you need to click on Update Existing Items.

If you are importing new items then you need to click on Ignore Existing Items.

3. Click on Start Import

Then you can check the imported items and services.

Import Customers/Suppliers from Excel

If your company is Local, then Go on Dashboard > Tools > Import Customers/Suppliers from Excel. But if your company is on BKWeb, then go to Gold Plan > Export/Import Customers/Suppliers from Excel.

There are 3 steps to import Customers/Suppliers:-

1. Select Customer/Supplier/Other Accounts/Employee (For Payrolls).

Download the sample excel file from the link enclosed just below the Import type option to import Customers or Suppliers. Fill data in according to the fields given in the sample excel file and save it.

2. Browse the excel file and then open it.

3. Click on Start Import.

Then you can check the imported data of customers and suppliers.

Import Transactions from Excel  [Only available in Local/Dropbox company]

Go on Dashboard > Tools > Import Transaction from Excel.

Here you will get the option to import any kind of transaction shown in the dropdown list in the image.

There are 3 steps to import Transactions:

1. Select Import Type

Download the sample excel file from the link enclosed just below the Import type option to import the transaction. Fill data in according to the fields given in the sample excel file and save it.

2. Browse the excel file and then open it.

3. Click on Start Import.

Then you can check the imported transactions.

You can also refer to the videos tutorial links to import data into Bookkeeper:

Book Keeper Android:

Import Accounts/Items From Excel: https://www.youtube.com/watch?v=XynoFtInPXk

Book Keeper Windows:

Import Customer/Supplier From Excel: https://www.youtube.com/watch?v=d5mDvWwgLiU

Import Items From Excel: https://www.youtube.com/watch?v=sgg_GOGOxEk

Import Transactions From Excel: https://www.youtube.com/watch?v=sx85uv8gIF0

Import Employees from Excel: https://youtu.be/2TOrQ8b4rn4

Import other Accounts from Excel: https://youtu.be/C96HjIpZ-OQ