Aned Book help › Step-by-step guides › Getting started and settings

How to bring your items, stock or customers in from Excel

Basic, Silver and Gold

Moving from another package, or from a notebook? Fill our sheet and bring the whole list in at once. Nothing is written until you have seen the preview.

  1. Open Books & Exports, Import data. Choose what you are bringing in: items, a stock adjustment, or customers and suppliers.

    Open Books & Exports, Import data. Choose what you are bringing in: items, a stock adjustm

  2. Items: new names are created; a name you already have is skipped, never overwritten.

    Items: new names are created; a name you already have is skipped, never overwritten.

  3. Download the template. It carries only the columns your trade uses.

    Download the template. It carries only the columns your trade uses.

  4. Fill it in, then Choose file. You see every row before anything is saved.

    Fill it in, then Choose file. You see every row before anything is saved.

  5. Stock adjustment sets the stock of items you already have. A batch-tracked item needs its batch number, and a batch number not on record is created.

    Stock adjustment sets the stock of items you already have. A batch-tracked item needs its
Still stuck? Press Alt + A inside the software and ask in your own words — it works with no internet. Or talk to us on WhatsApp, phone or e-mail.