A complete guide to importing your previous data into Qoyod from another accounting system or from Excel files: customers, suppliers, products, chart of accounts, opening balances, and manual journal entries.
What can be imported
- Customer list: From “Sales > Customers > Import”.
- Supplier list: From “Purchases > Suppliers > Upload Suppliers List”.
- Product list: From “Products and Costs > Import Products”.
- Chart of accounts: From “Accounting > Chart of Accounts > Import Accounts”.
- Fixed assets: From “Fixed Assets > Import”.
- Opening balances: From “Accounting > Manual Journal Entries > Opening Balances > Import”.
- Employees: From “Payroll > Employees > Import” (for Payroll subscribers).
- Manual journal entries: From “Accounting > Manual Journal Entries > Import”.
- Employees: For subscribers to the Payroll plan.
The golden rule
- Download the dedicated Excel template from Qoyod for each data type.
- Fill in the data based on the columns explained in the template.
- Follow the fill-in instructions (do not delete columns, do not change cell formatting).
- Save the file and upload it through the import page.
- Check the import results and correct errors if any.
Recommended import order
- Chart of accounts (it is the foundation for all operations).
- Products and costs.
- Customer list.
- Supplier list.
- Fixed assets.
- Opening balances (last step, after confirming accounts, customers, and suppliers are ready).
Notes
- Sticking to the original template’s column names and format is essential for a successful import.
- If there is an error in a specific row, the system displays a message explaining the cause so you can fix it before re-uploading.
