Importing Invoices Into Accounting Plus

To complete the transfer of customer information from Job Manager to your Accounting Plus system, you must start the Accounting Plus application and import the formatted text file exported from Job Manager. Files may be imported into Accounting Plus via the Import File wizard, which can be accessed from the File menu. For more information on the import mechanism and procedures used by Accounting Plus, please consult your Accounting Plus documentation.

Importing invoice information into Accounting Plus

1. Back up your Accounting Plus database. For information on backing up Accounting Plus databases, please refer to your Accounting Plus documentation.
2. From the File menu, choose Import Data:Sales:Item Sales. This will open the Import File window with an embedded Import Item Sales section.

1. Select the following format options:

Tab Delimited from the "Import File Format" pop-up, and

Header Record from the "First record is" pop-up.

NOTE: For an explanation of the above format options, please consult your Accounting Plus documentation.

1. Click CONTINUE. This will open a standard Open dialog, allowing you to specify the file you would like to import.
2. Locate the formatted text file containing the Job Manager invoice information you would like to import and click OPEN. This will open an Import Data window, allowing you to specify the mapping of the file fields to Accounting Plus database fields.

1. Click MATCH ALL. This will map each import field listed on the left side of the Import Data window to a corresponding Accounting Plus field and display the mapping in the listing on the right side of the window.
2. Click IMPORT. This will import the data from the file you selected in step 5 into the Accounting Plus system.

IMPORTANT! As mentioned in the Overview section, only distribution items are included in the formatted text file: the line items displayed on the new invoices created in Accounting Plus when the file is imported will correspond to the distribution items (NOT the line items) displayed on the original Job Manager invoices.