Moiboo

Moiboo

Did You Know?

Reach is the only Accounting Software which is customised to suit 18 different business end to end.

Import customer from Excel

This is where you can import Customer.

Step 1 : Click Settings
Step 2 : Click Income
Step 3 : Click Customer under customer settings tab
Step 4 : Click Import Customer
Step 5 : Click Choose file
Step 6 : you can import the excel file
(Import excel format : Customer Code, Title,Customer Type, Name ,
Company, Email, Email 2, Mobile, Phone 2, Address Line 1,Address Line 2,
Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number,
Pan Number, Cst Number, Service Tax Number, Opening Balance,Ledger,
Executive)
Step 7 : Fill the relevant details & Save