test form

Posted on | by Laura

    Quick‑Start GnuCash Import Intake

    Just the essentials to get your import started smoothly.

    1. Your Info

    Name

    Email

    Business Name (optional)

    2. What Are We Importing?

    List the accounts you want imported and the date range for each

    Do you need help exporting your data?

    YesNo

    3. Upload Your Files

    Upload CSV/Excel exports or your previous GnuCash file

    4. Chart of Accounts

    Use your existing chart of accounts?

    Yes, I'll upload itNo, please create one

    If creating a new one, choose a style

    5. Your Goals

    What do you want your GnuCash setup to help you do?

    6. Anything Else?

    Notes, special requests, or concerns