Importing and exporting Topics List

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Importing

• Types of information you can import to AccountEdge

• Importing and exporting timesheets and activity slips

• Import file formats

• Importing data into MYOB AccountEdge

• To import data to AccountEdge

• Importing QIF information into AccountEdge

• To import QIF information

• To import from CaseWare

• How to handle duplicate records when importing

• Accounts, jobs, activities or item records

• Spend Money or Receive Money transactions

• Customers, vendors, employees or personal contacts

• Sales

• Purchases

• The Import Log report

Exporting

• Exporting data from MYOB AccountEdge

• To export data from AccountEdge

• To export data for use in personalized letters

• To export a list of customers who have unpaid invoices

• Working with your company file and CaseWare

• To export to CaseWare

• Choosing an export file format in the Export File window

• Choosing other export options in the Export File window

Additional import/export information

• Use blank lines between sales, purchases and journal records when importing

• How customer and vendor terms are imported and exported

• How sales with payments are imported and exported

AppleScript

• AppleScript scripts

Personalized Letters

• Creating personalized letters

• You can save a file in any of five formats

• Creating personalized letters using exported data

Field descriptions for importing and exporting

• Accounts Fields

• Activities Fields

• Activity Slips Fields

• Budgets Fields

• Cards Fields - Customer

• Cards Fields - Vendor

• Cards Fields - Employee

• Cards Fields - Personal

• Items Fields

• Jobs Fields

• Journal Entries Fields

• Pay Bills Fields (import only)

• Purchases Fields - Service

• Purchases Fields - Item

• Purchases Fields - Professional

• Purchases Fields - Miscellaneous

• Receive Money Fields

• Receive Payments Fields (import only)

• Sales Fields - Service

• Sales Fields - Item

• Sales Fields - Professional

• Sales Fields - Time Billing

• Sales Fields - Miscellaneous

• Spend Money Fields

• Timesheets Fields