Export Records

• 1099 filing
• Export format: Bills to Peachtree/Sage 50
• Export format: Payments to Peachtree/Sage 50
• Export Profiles: Customizable export reports
• Export records and transactions using .CSV files
• Export transactions to Write-Up CS

Import Records

• Best practices: Import non-transaction records
• Best practices: Import transactions
• Import bills
• Import chart of accounts
• Import classes
• Import credit memos

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Troubleshoot

• Import Error: Invoice line item not mapped to an item
• Import Error: List Items - Cannot repeat key fields
• Import Error: Transaction Item - Cannot repeat key fields
• Import Error: Your document upload was not successful. Please make sure you have the right file name and/or have selected the file for upload and try again.
• Import Error: Your uploaded import file is empty