Use quick entries to make batch transactions. This is useful if you have another invoicing system. You can record existing invoicing values without creating a physical invoice or credit note.
NOTE:
You can't print quick entries. If you need to print invoices or credit notes, create individual purchase invoices instead.
Cause
Resolution
Before you start
To import a quick entry file, you must have:
Existing customer and supplier records in Sage Accounting. Follow our article if you need to create a new supplier contact
A separate file for each invoice type; don't mix sales and purchase entries in one file. To import both, use two separate files
The same column headings and formatting as in the CSV template file
NOTE:
You can't import foreign currency or cross-border invoices. Enter these manually as regular invoices.
Step 1: Download the CSV template file
We suggest downloading the template file from Accounting, opening it in Excel, and adding your data. This helps avoid formatting problems that could interfere with importing your file.
From the Purchases dropdown menu,select Quick entries.
Next, clickthe dropdown arrow next to the New Quick Entry button.
Select Import Quick Entries.
Select the hyperlink to download the template CSV file.
Go to the downloads folder on your computer to find the file.
Step 2: Prepare the quick entry file
If you already have a file, check it against the template to match the column headings and data format before importing your quick entries.
If you don't have a file, enter your data into the template. Keep the column headings the same. Replace the sample data with your information, making sure to maintain the format.