| | File format for sales quick entry |
| Description | Prepare the sales quick entry fileWhen getting your file ready, use the tables below to make sure your format is correct. Pick the table that matches your VAT scheme. Don't forget, the header row in your CSV file needs to use the same headings as shown in the Field name column.  TIP: The maximum file size you can import is 0.5mb. If your file is larger, split it into another file.
VAT registered| Column | Field name | Type | Notes | | A* | Type | Text | Enter Invoice or Cr Note. | | B* | Customer Reference | Alphanumeric text | Customer account reference. No more than 10 characters.
Note: The customer contact must already exist in your contacts list. | | C* | Date | DD-MM-YYYY | Transaction date | | D | Customer name | Alphabetic text | No more than 50 characters. | | E* | Reference | Alphanumeric text | No more than 25 characters. | | F* | Ledger Account | Numeric text | No more than 8 digits. | | G | Details | Alphanumeric text | No more than 255 characters. You can enter more characters; however, only the first 25 get imported. | | H* | Net | Numeric text | No more than 8 digits plus 2 decimal places, for example, 99999999.99 | | I* | VAT Rate | Alphabetic text | Standard, Zero Rated, Lower Rate, Exempt or No VAT | | J* | VAT | Numeric text | No more than 8 digits plus 2 decimal places, for example, 99999999.99 | | K* | Total | Numeric text | No more than 8 digits plus 2 decimal places, for example, 99999999.99 | | L | Analysis Type 1 | Alphanumeric text | No more than 50 characters. This must be the analysis type name you entered in Settings > Analysis Types > then the relevant section. For example, a department name. | | M | Analysis Type 2 | Alphanumeric text | No more than 50 characters. This must be the analysis type name you entered in Settings > Analysis Types. | | N | Analysis Type 3 | Alphanumeric text | No more than 50 characters. This must be the analysis type name you entered in Settings > Analysis Types. |
Once your file is ready, you can import the data. More on how to Import sales or purchase invoices as quick entries. Not VAT registered| Column | Field name | Type | Notes | | A* | Type | Text | Enter Invoice or Cr Note. | | B* | Customer Reference | Alphanumeric text | Customer account reference. No more than 10 characters.
Note: The customer contact must already exist in your contacts list. | | C* | Date | DD-MM-YYYY | Transaction date | | D | Customer name | Alphabetic text | No more than 50 characters. | | E* | Reference | Alphanumeric text | No more than 25 characters. | | F* | Ledger Account | Numeric text | No more than 8 digits. | | G | Details | Alphanumeric text | No more than 255 characters. You can enter more characters; however, only the first 25 get imported. | | H* | Total | Numeric text | No more than 8 digits plus 2 decimal places, for example, 99999999.99 | | I | Analysis Type 1 | Alphanumeric text | No more than 50 characters. This must be the analysis type name you entered in Settings > Analysis Types > then the relevant section. For example, a department name. | | J | Analysis Type 2 | Alphanumeric text | No more than 50 characters. This must be the analysis type name you entered in Settings > Analysis Types. | | K | Analysis Type 3 | Alphanumeric text | No more than 50 characters. This must be the analysis type name you entered in Settings > Analysis Types. |
Once your file is ready, you can import the data. More on how to Import sales or purchase invoices as quick entries. |
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