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Newbie pre sales question
Just a quick question. I want to be able to import 18 months worth of bank account details and then in real terms add all my clients that I have worked for over the last two years, effectively creating my accounts historically for Free Agent to then do all the relevant tax calculations for a ltd company. And yes I am lax in this area hence why I want to use Free Agent lol!!
Can you advise if this is possible?
Can you advise if this is possible?
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Yep, certainly is. Go for it.
I’m looking forward to having you on board...
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@moondawg,
We're working on it. It's likely to be necessary to get your data into a particular CSV format (try exporting data from a demo account to get an idea of what it might look like), and then you'll be able to import it. This feature is probably around two months away, though.
In the meantime, it would be really helpful if we could work with you offline to get your data in. Feel free to email me (ed at freeagentcentral dot com) with some sample data and we'll see what we can do.
I’m optimistic
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Inappropriate?@moondawg,
We're working on it. It's likely to be necessary to get your data into a particular CSV format (try exporting data from a demo account to get an idea of what it might look like), and then you'll be able to import it. This feature is probably around two months away, though.
In the meantime, it would be really helpful if we could work with you offline to get your data in. Feel free to email me (ed at freeagentcentral dot com) with some sample data and we'll see what we can do.
I’m optimistic
The company says
this answers the question
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Inappropriate?Thanks Ed - I looked at the demo and it does seem possible. I could import bank accounts from 2 years ago, I could create projects that are backdated and relevant backdated invoices.
Now is there something that I have missed then?
I’m happy
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Inappropriate?I probably did not phrase my question correctly - I do not mean to import ALL accounts data or client data. Just my bank accounts and then create clients and invoices historically so that I can create a full set of accounts within FAC that covers the last 18 months since I created the company.
From the demo this seems possible - am I correct? -
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