Import a CSV Supplier List

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• Adding a supplier to LimeBooks

  1) Click on Business Details 2) On the right hand side you will see a heading Business Suppliers To add a customer individually click Add New Supplier To edit a customer click View/Edit Suppliers To import a customer list click Import Suppliers. (You ...

• Import a CSV Customer List

  1) Click Business Details 2) Under Business Customers you can import customers 3) Once your CSV is complete, upload this and click Upload And Process CSV File *Use the LimeBooks Sample to copy & paste your data.

• Import a CSV bank statement into LimeBooks

  1) Click on Bank Accounts at the top of the screen 2) Click on Import CSV on the bank account you wish to import transactions into. 3) Select the bank the CSV has been downloaded from 4) Select the CSV File 5) Click on Upload and process CSV File * ...

• Import your LimeBooks trial balance straight into TaxCalc

  The first time you import your trial balance into Taxcalc you will need to import the LimeBooks Map into your taxcalc software. Attached is the default map you need to import along with a step by step guide. If you have any issues please contact us ...

• Import a PDF statement into LimeBooks

  1) Click on Bank Accounts at the top of the screen. 2) Click on Import PDF 3) Select the PDF document you wish to upload 4) Click Upload File * Please not there is a wait time of 60 minutes on average for the bank statements to be processed. You will ...