Import - Customer accounts

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This option will allow you to import data for customer records from a valid file format into an existing Set of Books. To be able to import the data for customer 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 customer accounts:

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

2.Select Customers/Vendors as the Data Type to Import, if not already displayed.

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 customer accounts on the ImportCheck screen. You may then click on the All or OK buttons to import the customer 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 → Customers  → Listing menu to check that the customer accounts are correct.

11.If you need to edit the customer accounts, go to the Action ribbon and select Customer.

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