Summary
An overview of importing data in Sage Sole Trader.
Description
In Sage Sole trader, you can only import bank transactions.
If you send invoices, import the related bank transactions, then manually create the invoice. After this, mark the invoices as paid manually.
TIP:
Sole Trader doesn't link bank transactions to invoices. It categorises only the bank transaction for income tax, so you don't need to allocate the payment to the invoice.
For guidance on adding data manually, see the guides below:
Africa
Asia
Australia
Canada
France
Ireland
Kenya
Nigeria
Portugal
South Africa
Spain
United Arab Emirates
United States
Germany