Getting Your Data In

Lessons

1. 01

   Plan your import

   This lesson shows you how to plan a data import so that it goes in once and goes in cleanly.

   2:48 film · written guide · quick check

2. 02

   Import customers and suppliers

   This lesson shows you how to load customers and suppliers from a spreadsheet with Data Import, step by step, without typing each one.

   2:42 film · written guide · quick check

3. 03

   Import items

   This lesson shows you how to load items from a spreadsheet with Data Import: the columns that matter, prices as a separate load, and how to change items that already exist. It builds on lesson 2, which covers every stage of a load.

   2:46 film · written guide · quick check

4. 04

   Opening stock

   This lesson shows you how to count your starting stock into Parsimony with a Stock Reconciliation whose purpose is Opening Stock.

   2:57 film · written guide · quick check

5. 05

   Opening balances

   This lesson shows you how to bring in what customers owe you and what you owe suppliers, and how to check the result.

   2:58 film · written guide · quick check

6. 06

   Check and fix your data

   This lesson shows you how to prove an import is right, and how to fix it in bulk.

   2:31 film · written guide · quick check

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