The short version
- Upload the spreadsheets you keep to the exports line on your onboarding page, as they are.
- Download our three blank lists, and fill in one row for each customer, supplier, and product or service.
- Only the name is needed. Fill in what you have.
- Save each list as CSV or Excel, then bring it over under Your lists.
The blank lists
Each is a spreadsheet with one row of column names. Open it in Excel, Google Sheets or Numbers.
Customers and suppliers
One row for each. The supplier list has a GST number column as well; the customer list has a business name.
| Column | What to put in it | For example |
|---|---|---|
| Name | Who you bill or who bills you: a person or a business | Harbourview Strata |
| Business name | Customers only: the business, when Name is a person | Harbourview Strata Council |
| Email, Phone | Where invoices or questions go | [email protected] |
| Address line 1 and 2, City | The billing address | 1180 Harbour Ave, North Vancouver |
| Province | Two letters, or the full name | BC |
| Postal code | As written | V7L 0A1 |
| Country | Leave it blank for Canada | US |
| GST number | Suppliers only: the GST/HST number on their invoices | 123456782 RT0001 |
| Payment terms (days) | Days to pay; 0 for due on receipt | 30 |
| Notes | Anything worth keeping | Invoice by the 25th |
Products and services
One row for each thing you sell or buy regularly.
| Column | What to put in it | For example |
|---|---|---|
| Name | What it's called on an invoice | Formwork labour |
| Description | The line under the name | Per hour, per worker |
| Type (product or service) | product or service | service |
| Price | Before tax | 85.00 |
| Tax code | G for GST only, GP for GST and BC PST, H for HST, P for PST only, Z for zero-rated, E for exempt, X for out of scope. Blank is G | GP |
| Sold, Bought | yes or no for each | yes, no |
Not sure of a tax code? Leave it blank and tell us on your onboarding page: we'll set it with you.
Save it
In Excel, choose File, Save As, and CSV UTF-8 (comma delimited), or keep it as an Excel workbook. In Google Sheets, choose File, Download, Comma-separated values. In Numbers, choose File, Export To, CSV.
Bring them over
On your onboarding page, under Your lists, choose Bring it over beside each list. Choose A spreadsheet as where the list is now, then the file. The columns match themselves; check the rows, and choose Bring it over. If a list has nothing in it, say no suppliers, choose Nothing to bring instead.
Nothing already in your books is overwritten: a row that matches one only fills in what's missing.
Upload your own spreadsheets
Upload the spreadsheets you've kept, income and expenses, invoices sent and bills owed, to the exports line on your onboarding page, as they are. We work from them and your bank statements.
Common questions
Do I have to fill in every column?
No. Only the name is needed. Anything left blank can be added later on the customer's, supplier's or product's own page.
My customers are already in another program, like my email or an invoicing app.
Export them from there and bring that file over instead, choosing A spreadsheet. You say what each of its columns holds.