Yes. You can now import sales invoices and purchase invoices into Qoyod via an Excel template, so you no longer need to enter your old invoices one at a time.
How to move your invoices
Each invoice type has its own Excel template and a dedicated article covering the steps in detail:
- How to import sales invoices in bulk via an Excel template
- How to import purchase invoices in bulk via an Excel template
In both cases there are three steps: download the template from the import page, fill in the data, then upload the file. The template holds up to 5000 rows per file.
What Excel import supports in Qoyod
The system supports Excel import for the following data:
- Sales invoices
- Purchase invoices
- Journal entries
- Opening balances
- Customers
- Suppliers
- Employees
- Inventory count
- Products
- Fixed assets
- Chart of accounts
Before you start moving your invoices
- The customer or supplier reference number is matched against the “reference number” field in the record, not the name. Make sure you add your customers and suppliers first, along with their reference numbers.
- Imported invoices follow the user’s permission: a user with approval permission creates invoices as “Approved” with an immediate journal entry, and a user without it creates them as “Pending approval”. Review the file before uploading a large batch.
- You receive an email report listing every failed invoice with its row number and the reason for the error, so you can correct the file and re-upload. For purchase files of 100 rows or fewer, the outcome and any errors appear on screen straight away.
Prefer to move balances only instead of every invoice?
If you do not need the full invoice history, you can move only the opening balances for customers, suppliers and inventory, then start issuing new invoices from the date you begin working on Qoyod.
Account transfer service (optional)
If you would rather the Qoyod team carried out the migration for you, we offer an account transfer service to help you move opening balances, journal entries and invoices through the specialist team.
How to request the service
- Log in to your organization in Qoyod.
- Choose Professional Services from the menu.
- Choose the account transfer service.
- Click Contact the team.
The team will contact you within 48 hours, and the price of the service depends on the volume of data to be moved.
For a wider view of moving the rest of your data rather than invoices alone, see how to migrate your data from an old accounting program to Qoyod.
Search keywords
- Can I upload invoices from my old system into Qoyod?
- Is there a way to upload old invoices via Excel?
- I have an Excel file with invoices, how do I add them to the system?
- Does the system support importing sales invoices from another program?
- Can you migrate the data for me?
- Can someone help me move the accounts from my old system?
- Does the system accept Excel for journal entries only, or for invoices too?
