Import Transactions
Purpose
To import transaction details directly.Procedure
- Import Settings
- Select the Import Type of the data
- Control Accounts
- Select the Debtors control account from the drop-down list
- Select the Creditors Control Account from the drop-down list
- Display
- Check the Lookup id's for Tax Type, Customers and Suppliers box if you want the file to look for respective ID's
- Check the Display Company Settings Lookup box if you want the file to show company settings
- Check the Display Help Notes box if you want the file to show Help Notes
- CSV fields are separated by
- Set the Field Separator which is used in the CSV file
- Trial-run (tick) or Final-run (no tick)
- Check the Trial-run importing. Do NOT process into database box if you want to proofread the import file effect before implementation
- Upload the file in Import File section by clicking on the Choose file button
- Click Process to complete action