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Import existing business records and numbering

Nothing imports until the explicit action. Office does not independently verify imported data.

1. Open Settings > Import Existing Records.
2. Choose one record type and its CSV file.
3. Review mapping, preview, warnings and duplicate information.
4. Check the preview and choose Import Reviewed Records.
5. Under Document Numbering, enter the next Quote, Invoice and Credit Note examples; choose which numeric segment increases when needed.