Import Information into Accounts Payable

Import Information into Accounts Payable

To import account information or transactions:

1. Create the file you want to import. You can create a template for an import file by exporting a few records of the type you want to import, then selecting Save Template during the exporting procedure and entering a name for the template file.
2. Open the Accounts Payable form in which you maintain the data you want to import. For example, to import vendor accounts, open the Vendors form; to import invoices, open the Invoice Entry form.
3. On the File menu, click the Import command.
4. Type or select the file name and file type in the form that appears next.
5. If you previously created a template for importing, choose the Load Template button, then select the template file.
6. Choose the fields that you want to import and select from any other options that appear. (You can save your choices as a template for the next time you import records.)
7. Click OK to begin importing.