Updating Status

Updating the status of cards, items, activities or accounts
Step 3: Import the edited status information

Step 1 > 2 > 3

If you haven't already read the Importing and Exporting Overview, see Import file formats and other import options for more information.

Please note that this task requires single-user access. See Single-user file locking for more information.

Choose Import Data from the File menu and select the type of information you want to import from the Import Data sub-menu. The Import File window will appear.

In the Import File Format field, select the file format of the import file you are about to import.

In the First Record Is field, select whether the first record in the import file is a header record or a data record.

In the Duplicate Records field, choose Update Existing Record.

Depending upon the type of information you're importing, more fields may appear in the Import File window.

After you've made your selections in the Import File window, click Continue. A dialog box appears, allowing you to locate your edited import file. Locate the file, highlight it and click Open.

The Import Data window appears. In this window, you'll match the information in the import file with its corresponding fields in AccountEdge. To do this, highlight the name of a field in your import file from the Import Fields column.

Next, click the field in the MYOB AccountEdge Fields column that you want to match the import field with. When you click the MYOB AccountEdge Fields column, the import field you selected will appear in the Matching Import Field column. If you want to remove an import field's name from the Matching Import Field column, simply click the import field's name.

Note: Some fields must be imported

AccountEdge fields whose names have asterisks (*) next to them must have matching import file fields assigned to them.

If all the fields in the import file match the fields in the MYOB AccountEdge Fields column, you can match all the fields at one time by clicking the Match All button at the bottom of the window.

When you're finished matching fields, click the Import button to begin the importing process.