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Import sales or purchase invoices as quick entries

Created on  | Last modified on 

Summary

How to import sales and purchase quick entries into Sage Accounting.

Resolution

Importing is useful when invoices and credit notes have been printed from another system.

Quick entries are invoices and credit notes that don't need to be printed.

Before you start

Check the following:

  • Make sure you have already entered customers or suppliers
  • Ensure that the customer and supplier names in the CSV file use the same spelling as in Accounting
  • Use a separate CSV file for sales and purchases. If you import both, you will need two separate files
  • Make sure that the column headings and cell format in the CSV file match the template

 

Common import errors

Read more on how to deal with common import errors