This option will allow you to import data for creditor (supplier / vendor) records from a valid file format into an existing Set of Books. To be able to import the data for creditor (supplier / vendor) records, you need to have created a valid XML Database file, Lotus Spreadsheet file on your system in Export on the Setup ribbon

To import Creditor (supplier) accounts: 

1.On the Setup ribbon, select Import. The "Import Data into TurboCASH" screen is displayed: 

import-debtors-creditors-options

2.Select Debtors/Creditors as the "Data type to import" option.

3.Select one of the following file types in which the data to import, is saved on your system: 

a)Tab delimited (*.txt) (used in this example)

b)Comma Separated Value (*.CSV) 

c)XML Database File (*.XML) 

d)Lotus Spreadsheet File (*.WK1)

4.Click on the import-button-next button to locate the data file. The following screen is displayed: 

import-creditors-select-file

5.Click on the import-button-select-folder button to locate the data file. 

You may click on the View file button to open the file in the default program on your System which is associated with the selected file type. type. In this example the text file is opened in "Notepad":

import-creditors-text-file-notepad

6.Click on the import-button-next button. The following screen is displayed:

import-data-start

7.Click on the Import button. For creditor (supplier / vendor) accounts the following information message is displayed:

import-creditors-message-no-salesperson

8.Click OK. The "ImportCheck" screen is displayed: 

import-creditors-import-check

You may click on a column and drag it to the left or the right to change the sequence in which the columns are displayed in the "ImportCheck" screen.

9.You may use the record buttons to add, delete or change the creditor (supplier / vendor) accounts records on the "ImportCheck" screen. You may then click on the All or OK buttons to import the creditor (supplier / vendor) accounts. 

10.Once the import process is finished an information message "Data file import completed!" will be displayed. Click on the OK button.  

11.Go to the Reports ribbon and select Reports → Creditors  → Listing menu to check that the creditor (supplier / vendor) accounts are correct. 

12.If you need to edit the creditor (supplier / vendor) accounts, go to the Action ribbon and select Creditors.