Move from Wave, QuickBooks or a spreadsheet
Coming soon
What you can bring in today, what to keep from your old tool, and how to start clean.
A full import from Wave, QuickBooks or a spreadsheet isn't available yet. Until it is, here is a simple way to switch without losing anything.
Before you leave your old tool
- Download everything. Most tools let you export invoices, customers and reports. Keep those files. CRA can ask to see records for six years. See Keep records for 6 years.
- Note your next invoice number. You can type it on your first CollabNorth invoice so your numbers carry on.
- List unpaid invoices. Chase those in your old tool, or re-create them here.
What you can bring in today
- Bank transactions. Download a CSV from your bank and use Bank import to turn lines into expenses and payments. See Import a bank CSV.
- Customers and items. Add them as you need them. See Import customers.
Pick a clean start date
Switching at the start of a month or a quarter keeps things tidy. Keep everything before that date in your old records, and everything after in CollabNorth.