Hi Peter,
We’re doing out 2016 accounts in Bullet after migrating from excel and outsourced bookkeepers. It’s incredibly time consuming uploading each invoice and payment manually. Is there a way to bulk upload?
Thanks
C
HI Carla,
If you’re a customer of Bullet just click the (?) in the dashboard for instant free support. If you’re not getting instant support window you need to turn on JavaScript in your browser.
There isn’t a way to upload information. The reason for that is most people collect the wrong information, if we allowed them import it it would fill your accounting product with the wrong data, therefore creating the wrong returns and putting you in prison 🙁
We generally give people converting over the following advice:
Run a Trial Balance on your existing accounting software.
1) Enter all your currently outstanding invoices and bills into bullet (only the ones with payment due – not the paid ones).
2) Take a look at the Trial Balance on Bullet.
3) Figure out the difference between the original trial balance you got from your old software and the trial balance in Bullet.
4) Enter these differences as a big manual journal entry.
After the above, your trial balance on Bullet should be the same as on your old software, and you’re all ready to go.
If you’d like me to get someone to do some data entry for you please please let me know.
Thanks Pete
