Adding client data
Sync a cloud-based ledger like MYOB Business or Xero or manually upload client data from an Excel or CSV file
Cloud-based ledger
When you sync a ledger, any changes made will automatically updated.
After syncing a client ledger, you can
view your client's balances, produce financial reports and update your ledger balances.
access the mapping, add accounts, and view any new accounts since the last period.
View a summary of all communication for that client in that period.
Cloud-based ledgers are connected through a user who has access to the relevant files.
Manually importing client files
If you want to manually import the client ledger, make sure the file type is csv, txt or xlsx and the file can contain basic data such as account code, account name and balance (or debit/credit).