Hi,
I'm looking to import an old accounting to zoho books, what is the best order to import so that an estimate / invoices / invoices payment are all linked ?
Here is what i've done and doesn't work :
1 - Import CONTACT.
2 - Import ESTIMATES with the same "
Customer Name" label in order to be linked (this works for the customer link, but doesn't work on the "
Estimate Status" label because zoho change "invoiced" to "draft"
).
3 - Import
INVOICES
with the same "
Customer Name" label and "same "Total" label in order to be linked (This doesn't work because invoiced are not linked with the estimate).
4 - Import
INVOICES PAYMENT
in order to be linked with INVOICES (This works, all my invoices becomes "payed").
Hope someone can help me.
Kind regards,
Sidney