Nobody starts from nothing. The items and the customers already exist in a spreadsheet, and typing them again is the reason most switches never finish.
A shop with four thousand items will not retype them, and it should not have to. The cost of moving software is almost never the software — it is the week of data entry that stands between the decision and the first bill.
Import removes that week. The list comes in from the spreadsheet it is already in, and the business starts billing on day one rather than after a month of evenings.
The list you already keep, in the expected columns.
Items or parties, from the import screen.
Correct anything the sheet had wrong before billing on it.
On day one, not after a week of typing.
The parts that make the app yours: your numbering series, your terms at the bottom of the bill, your branding, more than one firm under one account, and a way to bring existing data in from a spreadsheet instead of typing it.
This is setup work — done in the first week, and then again whenever the business adds a firm, changes a series or closes a year.
What you are importing into.
Items and parties — the two lists that make retyping a business’s data a week-long job.
Check what came in before you start billing on it; correcting a few rows afterwards is far quicker than typing all of them.
Yes — reports and data can be taken out as PDF or CSV.
The week of data entry is what stops most businesses switching. This removes it.
