Import Accounts Data
Click on an item to find out more:
The start date of the accounting period into which you are importing the data from the accounts package.
The end date of the accounting period into which you are importing the data from the accounts package. This date will default to showing one year minus a day from the start date you entered.
You must select the appropriate template for the file that you are importing from the options in the drop-down list. The list contains the templates that have been supplied by Sage and any templates that you have created.
Type in the full path name of the particular file that you want to import, or alternatively click Browse.
Open the Select ASCII File To Import window, which you can use to locate the file that you want to import.
Tick the tick box if you want to import balance sheet data from the file as well as the income and expenditure information.
Opens the Template List.
Start importing the selected file. The Importing Data window opens.
Close the Import Accounts Data window without saving any changes that you have made and therefore end the importing process. This button changes to Close after an import has been completed.
Open the help topic for this window. You can also press the F1 key to do this.