Setup & Customize ProfitBooks
A big Thank You for joining ProfitBooks. Here is how you can get started with your account setup.. What Next? Learn how to create an invoice Learn how to manage business expenses
Import Contacts (Customers/Vendors) into ProfitBooks
Imagine you have customers data stored in another system and you want to import it in ProfitBooks. Lets see how you can import contacts like customer’s or vendor’s list from a file easily. Please follow below mentioned steps: Login to ProfitBooks and go to Income -> Customers Click on ‘Import Customers’ option available near ‘Add…