Switch by pasting cells

If your old product or file has no export, you can copy cells and paste them in. No file is needed. Pop Books accepts pasted cells from pasted spreadsheet cells.

What to export

1. Select the cells in your spreadsheet or on your old product's screen, including the header row, and copy them.
2. On the Switch from… screen, choose From a spreadsheet, then Paste from a spreadsheet.
3. Click into the grid and paste.
4. Choose what the cells are, such as a trial balance or a contact list, then continue.

Bank lines pasted in 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 Paste from a spreadsheet.
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 your old product. If a name differs, look for the closest one.
• No real export from your old product has been tried yet. The steps come from its documentation.
• Pop Books never signs in to your old product and makes no network call to it.