This option will allow you to import data for debtor (customer / client) records from a valid file format into an existing Set of Books. To be able to import the data for debtor (customer / client) records, you need to have created a valid XML Database file, TXF TurboCASH Data Exchange file, Lotus Spreadsheet file on your system in Setup → Export.
To import debtor (customer / client) accounts:
1.On the Setup ribbon, select Import.
2.Select Debtors/Creditors as the Data type to import.
3.Select one of the following file types in which the data to import, is saved on your system:
a)Comma Separated Value (*.CSV)
b)XML Database File (*.XML)
c)Lotus Spreadsheet File (*.WK1)
4.Click on the button to locate the data file. The following screen is displayed:
5.Click on the button to locate the data file.
6.Click on the button. The following screen is displayed:
7.Click on the Import button. The Import Check screen is displayed:
8.You may use the record buttons to add, delete or change the debtor (customer / client) accounts on the ImportCheck screen. You may then click on the All or OK buttons to import the debtor (customer / client) accounts.
9.Once the import process is finished an information message "Data file import completed!" will be displayed. Click on the OK button.
10.Go to the Reports ribbon and select Reports → Debtors → Listing menu to check that the debtor (customer / client) accounts are correct.
11.If you need to edit the debtor (customer / client) accounts, go to the Action ribbon and select Debtors.
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