Importing customers, vendors etc.

[acette]

I created a new company (in Complete Accounting 2007) by copying an existing company's chart of accounts and settings. However, I noted that the list of customers, vendors, employees, jobs etc were not imported in the set up process (although the chart of accounts came through as is).

I have now been able to export the exisiting company's customer list on to Excel. How do I import/upload the list of customers etc. from the Excel sheet?
Would appreciate any guidance or pointers from members of the forum who are familiar with this procedure.

P.S. FYI. The reason I am setting up a new company is to commence capturing current accounting records; while continuing to use the 'old company' to record backlog of 3 years vouchers that have not been posted.

Thanks

Acette

[LauraG]

To import your customer list into the new company, you need to convert the excel file into a csv file. Use the "save as" option and change the file type using the drop down menu.

[Lisa_p]

And in Peachtree, you do it in the same place where you exported. File, Select Import/Export. Also, when you import, make sure that the fields are selected in the exact same order as they are on your excel sheet and note whether or not your first row is a header row.

If the list was exported from Peachtree, then it's already in CSV format.

[acette]

LauraG and Lisa_p,

Many thanks for the tips. It worked!;)

[FOB]

I'm creating a new company in Peachtree Complete Accounting 2005, I've successfully imported the chart of accounts and the vendors from our existing company in Peachtree Complete Accounting 2004, but I keep getting the following message when I try to import the customers... Help???

[rick Prindivill]

Open your Customer Import file and determine that the Credit Status column exists. Further the column number representing CREDIT STATUS and then check the same column number for the same data field in your Peachtree Import Template i.e. Column #41 in the CSV file and Column #41 in the Peachtree import template.

It may be that your Import File contains HEADERS or Column Titles and you failed to indicate this on the Peachtree Import Template under the OPTIONS Tab "First Row Contains Headings".

[FOB]

Thanks Rick!!! It appears that PT 2004 doesn't have a credit status column but 2005 does, and that's what the problem was! Thanks again!!!