Idées AgExpert Comptabilité
Ajouter une nouvelle idée Subscribe
Created by Guest
Created on Dec 14, 2020

IDÉES CONNEXES

Ability to import setup data from Quickbooks

A customer wanted to see what his Quickbooks Online data would look like in AgExpert Accounting, notably the chart of accounts. Passed on suggestion on his behalf.

This could be a good sales feature to encourage converting from Quickbooks and save new users time.

  • Attach files
4 MERGED

add option to import vendor and client list from an excel file

Merged
Since many accounting programs do not migrate into AgExpert it would be helpful to at lease be able to import vendor and supplier lists. Most accounting programs can export these lists to an excel file. If AgExpert were able to import these lists ...
Guest 11 months ago in Configuration
3 MERGED

Ability to import a Chart of Accounts

Merged
As a bookkeeper I set up many AgExpert files from scratch. Having to start it with the wizard and then go through every time and customize it is time consuming and repetitive. If I could simply import my template that is set up the way I prefer, i...
Guest 7 months ago in Configuration
3 MERGED

Add option to import Vendors

Merged
Many vendors are the same for each customer. Would be nice to be able to have a supplier list and be able to import into another file. (This would be a feature for accountants/bookkeepers) as every file has the same vendors that need to be Keyed m...
Guest over 1 year ago in Configuration
5 MERGED

Ability to import data from Simply Accounting

Merged
I have had a few customers lately that have requested a tool to import data from Simply Accounting (known as Sage50 now). Ideally chart of accounts and contacts from a csv format.
Guest over 1 year ago in Autre
3 MERGED

Ability to import Chart of Account - Balance Sheet Accounts using .xls or .csv file when starting up as a new user

Merged
For Instance - File format: Account Number, Account Name, Account Type, Opening Balance 1000, Chequing, Bank,6782.45 1005, Savings,Bank,542.61 ... 2020, TD Visa, Credit Card, 27.55
Guest over 3 years ago in Configuration