Hi - thanks for providing an awesome accounting package. We are moving off Reckon and would like to provide some customer and invoice history. I know, that this is not absolutely necessary but I’ve been able to succesfully create all our inventory items and customers using the “Batch Create” facility. I think it works perfectly in those scenarios for TSV files.
I’m now looking at “Sales Invoices” which has a similar “Create Batch” button, so I’ve thought that it is supported? Even though some posts indicate it is not? (why have the button there?). Anyway the “Copy to Clipboard” works and outputs the following and i’ve input as many fields as possible:
IssueDate Reference Customer BillingAddress Lines.Description Lines.Account Lines.TaxCode Lines.Qty Lines.Item Lines.Amount Lines.Debit Lines.Credit Lines.Discount Lines.TrackingCode Lines.ProposedAccountAmount Lines.CustomFields Lines.DiscountAmount Lines.MemberAccount Lines.BillableExpenseCustomer Lines.Disbursement Lines.Invoice DueDate AmountsIncludeTax PurchaseOrderNumber InvoiceSummary SalesQuoteNumber ConversionBalance RoundingMethod DueDateType DueDateDays LatePaymentFeesPercentage TdsRate WithholdingTaxType WithholdingTaxAmount WithholdingTax Rounding InventoryLocation Discount DiscountType CustomTheme Theme EarlyPaymentDiscount EarlyPaymentDiscountType EarlyPaymentDiscountRate EarlyPaymentDiscountAmount EarlyPaymentDiscountDays DocumentHeader LatePaymentFees HasCustomTitle AutomaticReference TotalAmountInWords HideDueDate
I’ve been able to import about 7K invoices in - however, all the customers are “Suspense” and the items are null but the descriptions and references are fine. I’ve tried many variations but I can’t get the customer/inventory in properly even though they are all there. Is there a chance you have a working “basic” example that I could try? Should I even bother - does this work at all?
Many thanks for your help. BTW if this does work it would be an incredibly easy way to get all the invoice history in - making conversion simple from Quickbooks and MYOB.