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.
You cannot edit the start or end date of the accounting period here. If you want to change the accounting period into which you are importing, click Cancel and choose a different period from the Selected period drop-down list then click Accounts Import to restart the importing process.
Choose the appropriate template for the file you're importing, from this drop-down list. This list shows the templates that Sage has supplied and any templates you've created.
Type in the full path of the file you want to import, or click the magnifying glass to browse to the file. This will open the Select ASCII File To Import window, which you can use to locate the file that you want to import.
Tick the box if you want to import balance sheet data from the file as well as the income and expenditure information.
This will open a preview window when you begin the import, showing the data that will be imported.
Click Templates if you want to change or add templates.
Click Import to start importing the selected file. The Importing Data window opens.
Click Cancel to 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.