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, Gst Number, Service Tax Number, Opening Balance,Ledger, Executive)

Step 7 : Fill the relevant details & Save