Import Data

AccountEdge and AccountEdge Network Edition have extensive importing capabilities. To import, select Import from the File menu, and select what you are importing.

The following information can be imported from the File > Import Data drop-down menu:

• Accounts Information
• Accounts Budgets
• Items
• Jobs
• Activities
• Activity Slips
• Timesheets
• Disbursements - Pay Bills
• Disbursements - Spend Money
• Receipts - Receive Payments
• Receipts - Receive Money
• Inventory Adjustments
• General Journal Entries
• Cards - Customer
• Cards - Vendor
• Cards - Employee
• Cards - Personal
• Sales - Service
• Sales - Item
• Sales - Professional
• Sales - Time Billing
• Sales - Miscellaneous
• Purchases - Service
• Purchases - Item
• Purchases - Professional
• Purchases - Miscellaneous
• TAL General Journal Entries
• Quicken® QIF File

Note: AccountEdge does not import employee payroll checks, inventory quantities, or inventory values, but you can import inventory adjustments.

Our OfficeLink feature provides seamless integration with Microsoft Word and Excel.

Import Errors and Warnings: Any errors or warnings that occurred during the import process can be found in the import log that is created after the import is complete. The errors or warnings are listed at the bottom of the report and correspond to the number in front of each record. Each time you import, the previous log will be overwritten.

When you select what you wish to import, the Import File window will display. You can import comma-separated or tab-delimited ASCII formatted text files. The import also allows you to select if the First Record is the Header Record and if Duplicate Records will be rejected, updated, or added. Depending upon the type of information that you are importing, you may see the option to Identify Records by Co./Last Name, Card ID, or Record ID.

Import Order

For importing data into a new file, the list below shows the proper import order.

Some records items cannot be imported. It is not possible to import Activities, Categories, Currencies and Locations. Payroll records are not exportable nor importable.

Note: When importing, the Record ID should be imported if you're sure it's the correct Record ID in the new file. If it isn't, or you are not sure, this field should not be imported. It's usually not necessary to import the Record ID into a new file.

The import order of record items, when exporting records from one file and importing into a new file, is:

1. Account Information
2. Tax Code List
3. Custom Lists
4. Employee Cards
5. Vendor Cards
6. Customer Cards
7. Jobs
8. Activities
9. Activity Slips
10. Timesheets
11. Tags
12. Brands
13. Items
14. Purchases
15. Sales
16. Disbursements
17. Receipts
18. Inventory Adjustments
19. General Journal Entries
20. Reminder Logs

More information is available in the help files:

Import Data - Canada Mac

Import Data - Canada Windows

Import Data - US Mac

Import Data - US Windows