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Import / Export

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
See all 17 articles

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

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