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. The "Import Data into TurboCASH5.2" screen is displayed: 

  1. Select Debtors/Creditors as the Data Type to Import, if not already displayed.
  2. Select one of the following file types in which the data to import, is saved on your system: 
    1. Comma Separated Value (*.CSV) 
    2. XML Database File (*.XML) 
    3. Lotus Spreadsheet File (*.WK1)
  1. Click on the button to locate the data file. The following screen is displayed: 

  1. Click on the button to locate the data file. 
  2. Click on the button. The following screen is displayed:

tools-import-final-step

  1. Click on the Import button. The "ImportCheck" screen is displayed 
  1. 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. 
  2. Once the import process is finished an information message "Data file import completed!" will be displayed. Click on the OK button.  
  3. Go to the Reports ribbon and select Reports → Debtors  → Listing menu to check that the debtor (customer / client) accounts are correct. 
  4. If you need to edit the debtor (customer / client) accounts, go to the Default ribbon and select Debtor.