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Importing Invoices

Importing Invoices

Importing Invoices

(OP)
We are trying to import invoices into Peachtree.
The import of data returns no errors, but the data is all wrong in the system.

Our fields are:


* Customer ID
* Date (Invoice Date)
* Ship To Name
* Ship To Address1
* Ship To Address2
* Ship To City
* Ship To State
* Ship To Zip
* Ship To Country
* Customer PO (from I/O Number on Advertising Screen)
* Date Due (check the field, but we are not using it)
* Discount Amount
* Sales Rep ID
* GL account
* Number of Distributions
* Quantity Automatically calculated
* Item ID
* Item Description
* Revenue Account - on Export Screen
* Tax Type
* Amount - calculated automatically
* Sales Tax Authority
* Voided By Transaction - not used, but check it

In the invoice, I get NO:
Item
Description
Price

The entire sales amount is in the Sales Tax Column.

Here is a sample of my import file:

ACTDBB,1/25/2007,ACTDBB Inc,PO Box 80814,,Lafayette           ,LA,70598,                                   ,          ,,,EF,4000-00,2,0,GROSS,01/25/06-0.50 4C  Iw Display Reg Frequency Rates      ,1080-000,2,-643,LA
ACTDBB,1/25/2007,ACTDBB Inc,PO Box 80814,,Lafayette           ,LA,70598,                                   ,          ,,,EF,4000-00,2,0,COLOR,Color Charges,1080-000,2,-107,LA
ALLDUH,1/25/2007,Allen Duhe - Van Eaton,900 South College,,Lafayette           ,LA,70503,                                   ,          ,,,EF,4000-00,2,0,GROSS,0.17 4C  Iw Display Rate Freq Rate 2  08/10/05 Issue  ,1080-000,2,-235,LA
ALLDUH,1/25/2007,Allen Duhe - Van Eaton,900 South College,,Lafayette           ,LA,70503,                                   ,          ,,,EF,4000-00,2,0,COLOR,Color Charges,1080-000,2,-20,LA

Can anyone help.


Thanks,
Glenn A

RE: Importing Invoices

I would try exporting the sales journal with column headings from a sample company first, like Bellwether.  Then, open that file, sales.csv, in Excel and look how the data is placed and formatted.

When you are in the Select Import/Export window you can click on the HELP button.  Then click on the arrow button in the paragraph:  For a list of standard import/export templates, field names, and field requirements, click >.

Select the Sales Journal and you can see what fields can be imported and what is required and what format the data is for each field.

It could be that your file doesn't map with the way Peachtree needs it.

RE: Importing Invoices

(OP)
That fixed it.
Thanks.

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