Switch from Excel

Any list you keep in Excel can come in. Columns are matched by name, and you can fix any match by hand. Pop Books accepts .xlsx and .csv from Excel.

What to export

1. On the Switch from… screen, choose From a spreadsheet, then Excel.
2. Download the ready-made template for the kind of list you have, or use your own columns.
3. Fill it in and save it as .xlsx or .csv.
4. Drop it in. Say what each file is, such as accounts, contacts, items, trial balance, open invoices, open bills, general ledger or bank lines.

Bank lines from a spreadsheet are added after the main import and are not removed by the 30-day undo.

Then, in Pop Books

1. Choose Switch from… in the side rail and pick Excel.
2. Drop in your files, or paste cells. Pop Books checks the columns and shows what it found. You can change any match.
3. Choose your cut-over date. This is the day you start in Pop Books.
4. Choose what to bring in. Balances at the cut-over date is recommended. Full general ledger history brings in every journal.
5. Run the dry run. It shows what would come in and any rows to look at. Nothing is written.
6. Choose Bring it in.
7. Download the proof check (PDF). It sets the old trial balance next to the new one at the cut-over date and lists any difference.

Good to know

• You can choose Undo this switch for 30 days. Documents are voided and entries reversed. The history keeps both.
• Credit notes and partly paid documents are not brought in as documents. They are listed as rows to look at.
• Menu names change between releases of Excel. If a name differs, look for the closest one.
• No real export from Excel has been tried yet. The steps come from its documentation.
• Pop Books never signs in to Excel and makes no network call to it.