With Holded you will be able to import your information in a very simple way so that you can start working with the program quickly and efficiently. It is very important to follow this import order that we will explain below so that your Holded account can be ordered.
Imports are done using excel templates with different fields. Not all fields are essential, but if we are not going to complete any of them, you cannot delete the column or change its order . The field should be left blank .
1) Import your accounting accounts (chart of accounts)
When registering a new company in Holded you must choose the type of company and depending on what you have chosen you will have a specific chart of accounts. In case you want to modify the number of digits in the chart of accounts or you want to import the accounting accounts that you used in your previous program, we teach you how to import your accounting accounts.
2) Import your seats
Attention: In the event that you have imported your sales and purchase invoices , Holded will automatically create the corresponding entries , so if you also import the entries of your invoices, they will be duplicated . In this case it is important that when importing the seats you do not include the seats of the invoices .