This option will allow you to import data for Documents from a valid file format into an existing Set of Books. To be able to import the data for Stock items, you need to have created a valid XML Database File format or a valid Lotus Spreadsheet file format on your system in Export on the Setup ribbon.
To import documents, it is recommended that a valid "TurboCASH Exchange file (*.txf)" file is generated in the Export - Documents option on the Setup ribbon. This will only include the documents on the dates selected to include in the export file. These exported documents may then be imported from the Others → Import context menu option on the "Documents list" screen.
To import documents:
1.On the Setup ribbon, select Import. The "Import Data into TurboCASH" screen is displayed:
2.Select "Documents" as the Data type to import, if not already displayed.
3.Select a valid exported in which the data to import, is saved on your system.
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.
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.
6.Click on the button. The following screen is displayed:
7.Click on the Import button. The "ImportCheck" screen is displayed:
8.You may use the record buttons to add, delete or change the stock records on the "ImportCheck" screen. You may then click on the All or OK buttons to import the stock file.
9.Once the import process is finished an information message "Data file import completed!" will be displayed. Click on the OK button. All document types (i.e. Invoices, Credit notes, Quotes, Purchases, Supplier returns and Orders), within the selected dates of the exported file, will be imported.
10.Go to the Action ribbon and select Documents to edit the stock items, if necessary.
11.If there are any imported documents, that you do not wish to keep, go to the Action ribbon, and select Edit → Delete - Documents to delete the documents, if necessary.