Invoices, customers and payments

[Geert Janssens]

Hi John,

That's quite an amount of data to import!

GnuCash does come with CSV importers for Vendors/Customers and 
Bills/Invoices. You can find them under File->Import...

I haven't used them myself so I can't tell how well they perform. Others 
can share their experience here if they like.

What is currently missing is an importer for payments unfortunately. The 
only option GnuCash offers here is a plain transaction importer. That 
would allow you to import the payments as ordinary transactions. They 
won't be linked to your invoices then though and you would have to 
manually call "Assign as payment" for each of them.

An alternative route for the payments could be to write a python script 
that does this for you. This immediately has two restrictions:
- the python bindings are only supported on linux
- you'd need to know how to code in python

If you need help to get started on those, feel free to ask here on the 
list.

Good luck!

Geert

On Wednesday 08 October 2014 21:12:16 John Morris wrote:
> Hi All,
>   I've been using GnuCash for a few months and am starting to get used
> to it. I've played around with the customer and invoice features, so
> I think I know what I'm doing there. My next task is to import our
> past data for invoices, clients and their payments. Ideally, we would
> like to import all 1,170 clients and all of their invoices (probably
> around 2,000) and the corresponding payments. The data is currently
> stored in an Excel file, so I can produce pretty much any format
> needed for the import, but I don't see how to do the actual import so
> that the customers, invoices and payments are all connected when the
> import is finished. Is anyone out there willing to point me in the
> right direction?
> 
> Best,
> John
> 
> 
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