Once the import is complete, the Status will be set as Finished Processing. To check the progress, go to the Import History option under the Admin menu. The import file and information will be sent to the Savance Server for processing. Hit the Save Source Columns & Formulas button and give it a name to save your template for later use.
Make sure all the data lines up properly. Hit the Preview Results button to see how everything will look. Not all fields from your QuickBooks export file will be used. The mappings you will want to use are below. Map the Savance Enterprise columns to the columns in the Excel spreadsheet. Specify the Excel file and the name of the worksheet. Open the Import Wizard from the Admin menu within Savance Enterprise. Once you are ready, make sure the import file is not open in Excel. For example, you can make some address or spelling corrections. You also have the opportunity to make any changes to the vendor information, if desired. For example, the vendor's city should all be contained in the same column. Make sure each column contains the same type of data, especially the 5 address columns.
QUICKBOOKS POS SOFTWARE EXPORT EXCEL UPDATE
In the Export window, choose whether to create a new worksheet or update an existing worksheet.In The Center, click the Excel drop-down arrow and select Export Vendor List.
By filtering the list, you can determine whether QuickBooks exports all list entries or only those that meet certain criteria. Optionally, click the View drop-down arrow and select a filter. Display the vendors you want to export.Click the Center containing the list you want to export.Using the QuickBooks Customer Center, you can easily export data about the vendors you do business with to an Excel file and import them into Savance Enterprice. Posted by Michael Renock on 06 November 2014 10:35 AM
0 kommentar(er)
