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Importing Data

  • If you have some data that exists only in your QBO account but not in Streamline, you can choose to export it to QBO. If data exists in both Streamline and QBO, check about Pairing Data between Streamline and QBO. 
  • Streamline allows exporting of various types of data, all of which will be explained separately in the following sections.

Importing Opening Balance

  • There is no special page for importing opening balance for customers that already exist in Streamline, it will only import opening balance for new customers that are being imported from QBO.
  • You are able to manually edit open balance for individual customer on batch edit customers page or in customer settings page.
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