Exporting Records

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

Importing Records

• Best practices: Importing non-transaction records
• Best practices: Importing transactions
• Import profile feature
• Importing records & transactions using .CSV files
• Importing: Bills
• Importing: Chart of Accounts

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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