In some cases, a user will have a company that has recently been moved across to Xero/QBO/Sage. As such, this user will only have recent financial data for this company in Xero/QBO/Sage. This historical data can be added from within Joiin using our adjustments feature.
To add historical data to your company:
1. Go to the companies page in Joiin
2. Select the 3 dot menu beside the name of the company that you are adding data to
3. Choose Adjustments from the drop down menu
4. Click the Download template link found in the file drop box
5. Choose a start and end date for your data, then select Download Template
6. Enter the historical data for this company to the Excel template in Trial Balance format
7. Upload the template to Joiin using the file drop box (Either drag and drop the file into the box or use the select a file from your device link)
8. Click Update Adjustments to save your work
A user guide that covers uploading data using an Excel template can be found here