Importing

Assistance with importing of a transactions
You can import transactions for the following:Accounts Receivable - Customers, invoices & receiptsAccounts Payable - Suppliers, bills & payme...
Thu, 4 Oct, 2012 at 1:24 PM
If I add a project manually, it will let me put just the name & description. But if I try to import it, it requires a Company etc
Projects must be linked to a customer. You can create a customer called Project and just link them all to that as you won’t be using the AR module. Please cl...
Thu, 4 Oct, 2012 at 2:36 PM
Can I import the GL from another program or will I have to change each one manually?
The Chart of Accounts has connected default accounts. It can be quicker to create manually if not too long. Alternatively , you can set all the default accou...
Thu, 4 Oct, 2012 at 2:26 PM
Importing on a Mac
Macs have a different version of csv file - you need to save the file as the windows csv file format which is an option in save as. Or you could save it as ...
Tue, 2 Jul, 2013 at 1:18 PM
Switching Accounting Systems
Switching from desktop or cloud accounting systems is easier than you think. Most accounting software programs including Xero, Saasu, MYOB and Quickbo...
Tue, 2 Jul, 2013 at 1:45 PM
Importing payslips associated with jobs
Solution - Certain employees may be rejected if details have been entered in the import template that do not exist in the system. For example, job ID does n...
Fri, 26 Jul, 2013 at 10:41 AM