Settings -> Environment settings -> Import settings
For a smooth start, import templates for the bank transactions of some bank have already been preconfigured.
You can use these when importing bank transactions via a CSV file. If you use the XML file type, selecting an import template is not necessary.
For bank transactions, we recommend using an XML file.
In addition, you can create import templates to import customers, contacts, items and initial stock quantities into the program. You can read how to add a new import template here: Adding an import template.
If you have any additional questions, please write to us at support@simplbooks.ee
Leave A Comment?