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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).

Learn how to

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