How to Import Data from an Old Accounting Software to Qoyod
If you are using an old accounting software and want to switch to Qoyod, you can easily transfer your data using the import feature available within the system.
What Data Can Be Imported to Qoyod?
You can import and export the following data via approved Excel templates:
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Products
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Customers
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Suppliers
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Employees
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Fixed Assets
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Opening Balances
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Journal Entries
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Inventory Count
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Chart of Accounts
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Sales Invoices
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Purchase Invoices
This is done through import templates within Qoyod with clear and simple steps.
Importing Invoices
Importing sales invoices and purchase invoices via an Excel template is now available. Each type has its own template and a dedicated article covering the steps:
Import customers, suppliers and products first, because the customer or supplier reference number in the invoice file is matched against the “reference number” field in the record, not the name.
If you would rather the Qoyod team carried out the migration for you, the account transfer service remains available, and the invoice-specific detail is in can you import sales and purchase invoices from legacy software into Qoyod?
Self-Service Import Method
Qoyod provides an instructional video that explains:
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How to export data from your old accounting software
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How to prepare an Excel file in the correct format
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Then import it to Qoyod step by step
Import Tutorial Video:
How to Import and Export Data
Watch the data import tutorial video
Important Notes Before Importing
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Ensure full compliance with Qoyod’s approved templates
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Proper data formatting helps with:
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Successful import process
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Avoiding errors or file rejection
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It is recommended to import data in a logical order (for example: Customers → Products → Balances → Journal Entries)
Would You Prefer the Qoyod Team to Handle the Process for You?
If you prefer to have your data transferred by the Qoyod team, you can request one of the following services:
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Opening Balances Entry Service
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Account and Data Transfer Service from Another Accounting Software
The Qoyod team transfers data such as invoices, products, and journal entries based on the lists you provide, with guarantees for:
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Accuracy
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Transparency
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Integrity of accounting balances
How to Request the Data Transfer Service?
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Log in to your business in Qoyod
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From the sidebar menu, select Professional Services
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Select the required service
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Click on Contact the Team
After that:
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The specialized team will contact you
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And coordination with you will be arranged to complete the transfer process based on the volume of data
