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Importing and exporting data > Managing import and export records
Importing locations on inventory adjustments, sales or purchasesIf you plan to import sales or purchases that contain items that were sold from or received into multiple locations, the following conditions must exist:The location must match an preexisting location in the company file.You must enter a location if the item exists in multiple locations and no default location is specified for the item.If no location is specified for the item, but sufficient items exist in the default location, the primary location is substituted.Also, each item with a different location must be entered on a separate line of the transaction.For example, if you’re importing an invoice for 100 Widgets and 20 were sold from Location1 and 80 were sold from Location2, the invoice must contain two separate lines to show the sale of the 100 Widgets.Importing valid inventory adjustmentsBefore you’re able to import an inventory adjustment (Adjust Inventory transactions), your software must verify that the adjustment values -- Quantity, Unit Cost and Amount -- will result in valid values for the items in your company file.The following types of adjustments can’t be imported:An adjustment that would result in an item with a negative on-hand value.An adjustment that would result in an item with a negative Current Value and a positive Quantity on Hand value.An adjustment that would result in an item with a negative Current Value and a zero Quantity on Hand value.
Sales with payments are imported and exported
Importing and exporting currency amountsIf you import currency amounts from other software, the amount that can appear in a single field is usually restricted to a maximum of 16 characters. This total includes any decimal point or minus signs that are required to clearly specify the amount. If currency symbols, commas or other special characters appear in these fields when you import data, these symbols will contribute to the total length of each currency entry.When you enter a currency amount, your software automatically inserts currency symbols and commas as necessary to make the amounts easier to read. Decimal points and two decimal places are also inserted in any currency field for which you didn’t specify a decimal amount. If you export currency amounts, any characters entered automatically in a currency field are counted to determine the length of the entry in that field. These entries will be exported successfully, as long as the total length of the entry doesn’t exceed 18 characters.
Some fields must be exported for use with an AccountEdge product import
Some fields must be imported
If you receive the alert “The xxx field is required for this import”

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