- Can I delete columns in the Viewpost Invoice template if I do not use them? Yes, you can delete any optional columns that are unused. Be sure and save the template with a new name so you will have the customized one available for future use.
- Do my columns need to be arranged in the same order as the Viewpost column names as listed during Mapping? No, the columns in the CSV file can be arranged in any order.
- Can I import data and sync with my accounting package? You should not import lists or transactions using the file import feature if you are planning on syncing with your accounting package using one of our sync solutions. If you use the file import feature and sync using our sync solutions, the data will be duplicated.