When getting your file ready, use the tables below to make sure your format is correct. Pick the table that matches your VAT scheme. Don't forget, the header row in your CSV file needs to use the same headings as shown in the Field name column.

 TIP: The maximum file size you can import is 0.5mb. If your file is larger, split it into another file. 

VAT registered

Column	Field name	Type	Notes
A*	Type	Text	Enter Invoice or Cr Note.
B*	Supplier Reference	Alphanumeric text	Supplier account reference. No more than 10 characters. Note: The supplier contact must already exist in your contacts list.
C*	Date	DD-MM-YYYY	Transaction date.
D	Supplier Name	Alphabetic text	No more than 50 characters.
E*	Reference	Alphanumeric text	No more than 25 characters.
F*	Ledger Account	Numeric text	No more than 8 digits.
G	Details	Alphanumeric text	No more than 255 characters. You can enter more characters; however, only the first 25 get imported.
H*	Net	Numeric text	No more than 8 digits plus 2 decimal places, for example, 99999999.99
I*	VAT Rate	Alphabetic text	Standard, Zero Rated, Lower Rate, Exempt or No VAT
J*	VAT	Numeric text	No more than 8 digits plus 2 decimal places, for example, 99999999.99
K*	Total	Numeric text	No more than 8 digits plus 2 decimal places, for example, 99999999.99
L	Analysis Type 1	Alphanumeric text	No more than 50 characters. This must be the analysis type name you entered in Settings > Analysis Types > then the relevant section. For example, a department name.
M	Analysis Type 2	Alphanumeric text	No more than 50 characters. This must be the analysis type name you entered in Settings > Analysis Types.
N	Analysis Type 3	Alphanumeric text	No more than 50 characters. This must be the analysis type name you entered in Settings > Analysis Types.

Once your file is ready, you can import the data. More on how to Import sales or purchase invoices as quick entries.

Not VAT registered

Column	Field name	Type	Notes
A*	Type	Text	Enter Invoice or Cr Note
B*	Supplier Reference	Alphanumeric text	Supplier account reference. No more than 10 characters. Note: The supplier contact must already exist in your contacts list.
C*	Date	DD-MM-YYYY	Transaction date
D	Supplier Name	Alphabetic text	No more than 50 characters.
E*	Reference	Alphanumeric text	No more than 25 characters.
F*	Ledger Account	Numeric text	No more than 8 digits.
G	Details	Alphanumeric text	No more than 255 characters. You can enter more characters; however, only the first 25 get imported.
H*	Total	Numeric text	No more than 8 digits plus 2 decimal places, for example, 99999999.99
I	Analysis Type 1	Alphanumeric text	No more than 50 characters. This must be the analysis type name you entered in Settings > Analysis Types > then the relevant section. For example, a department name.
J	Analysis Type 2	Alphanumeric text	No more than 50 characters. This must be the analysis type name you entered in Settings > Analysis Types.
K	Analysis Type 3	Alphanumeric text	No more than 50 characters. This must be the analysis type name you entered in Settings > Analysis Types.