CSV import walkthrough
Pick a clean start date, usually the first day of a month or quarter.
- Save your customer and supplier lists from Excel as CSV, with GSTINs in their own column.
- Save your chart of accounts and a trial balance as at the start date as CSV.
- Import each file into HelloBooks and review the suggested account mapping.
- Enter invoices and bills still open at the start date.
- Raise new invoices in HelloBooks from the start date and file the next GSTR-1 and GSTR-3B from it.