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moondawg replied on March 12, 2008 22:50 to the question "Newbie pre sales question" in FreeAgent Central:
Ed Molyneux replied on March 12, 2008 22:46 to the question "Newbie pre sales question" in FreeAgent Central:
moondawg replied on March 12, 2008 21:39 to the question "Newbie pre sales question" in FreeAgent Central:
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?
moondawg replied on March 12, 2008 21:30 to the question "Newbie pre sales question" in FreeAgent Central:
Ed Molyneux replied on March 12, 2008 21:18 to the question "Newbie pre sales question" in FreeAgent Central:
@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.
moondawg asked a question in FreeAgent Central on March 12, 2008 20:56:
Newbie pre sales questionJust 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?
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