Importing data

You can take data entered in other software programs and incorporate it into your company file. You can also incorporate information from one AccountEdge company file into another AccountEdge company file. This process is called importing data.

Some of the types of information you can import are: tax codes, accounts, items, general journal entries, inventory adjustments, receive payments transactions, receive money transactions, spend money transactions, pay bills transactions, sales, purchases, cards, jobs, activities and activity slips.

note : Importing timesheets

When you import timesheets, only the entries that don’t have activity slips associated with them are included. You must import activity slips to complete the process.

The data can be imported from a tab-delimited or comma-separated text file.

If you are importing from Quicken

In AccountEdge Help, choose Importing/Exporting > Importing and Exporting Table of Contents, and click the ‘To import QIF’ topic.

If you are importing an accounts list

If your accountant uses Accountants Office, you can import an accounts list from it. For more information, see Importing an accounts list from Accountants Office.

To import data

Before you start the import process, you will need to export the data you want from the program you’ve used to create the data. The data you want to import must be in tab-delimited or comma-separated file format.

note :

Before you import data you should make a backup of your company file. See Backing up and restoring company files.

1	Go to the File menu, choose Import Data and then choose the type of data you want to import. The Import File window appears.

2	Select the import file format, the type of the first record, and the method of handling duplicate records. For more information, see Import File window.

3	Click Continue. The Open window appears.

4	Locate and select the file you want to import and click Open. The Import Data window appears.

5	Match the import fields with fields in the AccountEdge Fields column. To do this:

Automatically:

■	Click Automatch. The import field names that match the AccountEdge fields automatically appear in the Matching Import Field column. If there are any fields that remain unmatched, you can match them manually. To reset the window, click Unmatch All.

Manually:

a	Click the name of a field in the Import Fields column.

b	Click the matching field in the AccountEdge Fields column.

The import field you selected appears in the Matching Import Field column.

note : Some fields must be imported

Fields that have an asterisk (*) next to them must have matching import file fields assigned to them.

c	If all the fields in the import file match those in the AccountEdge Fields column, click Match All to match all fields simultaneously.

Click Import to import the data. If you get a warning or an error message indicating that the import was not successful, refer to the import log file in your AccountEdge software program folder for a list of errors or warnings. This is a text file—readable by most word processors and text editors—which lists the problems encountered during the import. It is called AccountEdge Import Log.

Click OK.