Your software allows you to take data entered in other software and incorporate it into your company file. You can also incorporate information from one company file into another company file. This process is called importing data.
Some of the types of information you can import are: accounts, items, nominal journal entries, Receive Payments transactions, Receive Money transactions, Spend Money transactions, Pay Suppliers 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 send information to your accountant using the AccountantLink feature (see To export information to accountants), you can import the adjusting journals your accountant sends you. For more information, see To import nominal journals from your accountant.
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 stored in a tab-delimited or comma-separated file format.
Before you import data you should make a backup of your company file. See Backing up and restoring company files.
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1
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Go to the File menu, choose Import Data and then choose the type of data to import. The Import File window appears.
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2
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Select the import file format, the type of the first record, and, if required, method of handling duplicate records. For more information, see Import File window.
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3
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4
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5
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Match the import fields with the AccountEdge Plus Fields column (if you’re using AccountEdge, the column is labelled AccountEdge Fields).
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a
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Click the name of a field in the Import Fields column.
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b
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Click the matching field in the AccountEdge Plus Fields column.
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note : Some fields must be imported
Fields that have an asterisk (*) next to them must have matching import fields assigned to them.
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c
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Click a field in the Matching Import Field column to remove it.
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d
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If all the fields in the import file match those in the AccountEdge Plus Fields column, click Match All to match all fields simultaneously.
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6
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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 software installation folder for a list of errors or warnings. This is a text file—readable by most word processors—that lists the problems encountered during the import.
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