Spreadsheet Export / Import - Debtor / Creditor accounts

osFinancials5 supports the "Excel Workbook (*.xlsx) file type Spreadsheet export and import feature.

Spreadsheet export - You may export debtor (customer / client) accounts and creditor (supplier / vendor) accounts and save it as a "Excel Workbook (*.xlsx) file type.
Spreadsheet import - You may import debtor (customer / client) accounts and creditor (supplier / vendor) accounts from a saved "Excel Workbook (*.xlsx) file type.

This feature may be used to import debtor (customer / client) accounts and creditor (supplier / vendor) accounts into:

Into the same Set of Books.
Into a different Set of Books.

Created from scratch - Create your own Set of Books (Advanced)? option for Firebird database types
Created from scratch - Create your own Set of Books (Advanced)? option for Microsoft SQL sever (MSSQL) database types.

Before you may import debtor (customer / client) accounts and creditor (supplier / vendor) accounts in a new Set of Books, you need to do the necessary setup and configuration.

Once this is done, you may start to import debtor (customer / client) accounts and creditor (supplier / vendor) accounts from a saved "Excel Workbook (*.xlsx) file type.

After import

To check the imported account details, you may print the necessary listing reports for debtor (customer / client) accounts and listing reports for creditor (supplier / vendor) accounts from the Set of Books in which you created the export file.

You may go to Debtors (Default ribbon) to view and / or edit the imported debtor (customer / client) accounts.

You may go to Creditors (Default ribbon) to view and / or edit the imported creditor (supplier / vendor) accounts.