Help-Importing .csv files

[Sarah]

Hello all,

Ver: Peachtree Complete Accounting 2002

I am needing to export the sales, cash receipts, purchases and cash disbursements journals, change the A/R and A/P account numbers, then reimport them to Peachtree. (My client somehow overwrote the default account in both the sales invoice and purchases invoice windows back in January 2001, and the same wrong account(s) were used until October). I am having difficulty importing back to Peachtree, so I have gone back to the drawing board.

I opened one of the test companies, exported the sales journal, then, without ever opening the .csv file, immediately attempted to import it back to Peachtree. I got a message (for each invoice) which says: "Warning! The reference number xxxx
has already been used. This occurred importing the file C:\sales.csv. This happened on line number 3. Press OK to skip this record and continue importing, or press cancel to halt the import process. If you choose cancel, all the records up to this point will be imported."

This is one of the messages I got when I was attempting to re-import the sales journal for my client's own company.

What do I need to do to avoid this error?

Some other questions:
Can I import only the "required" (per help files) fields? If I do so, will the other information relevant to those records remain untouched....such as the "description" field?

Will everything else remain intact...such as sales tax calculations on customer invoices and discounts on vendor invoices after re-importing the files?

Any suggestions you have about the above questions, and/or any input you have about preparing .csv files for import to Peachtree (besides what is in the Help files) are greatly appreciated.

Sarah

[riscniaga]

hello

when using the import / export function you need to remember these basic principles:

1. the import function only does adding of records - not updates.
2. for ar journals - you cannot have duplicate reference numbers - so you cannot export, then change the gl account numbers, then import them back. it does not work.
3. for ap journals - you can have duplicate reference numbers - so if you export, then change the gl account numbers, then import them back, you will create two journals of the same reference numbers.
4. peachtree uses a flat file format (not a relational format like ms access) - so it requires all those information in peachtree's form that can be changed from the default. e.g. item code, item description, quantity, unit price, amount, sales tax code, sales tax amount.

what you need to do in your situation is to rebuild the company. you can refer to peachtree's help on how to do this.

[Chuck Basford]

I don't know if your still looking for a possible answer, but I rename the .dat file for safety for the .csv file I am importing and then there are no duplicates created. The program will create a new blank file upon being restarted. I can then import my csv file.
-Chuck

[hdickerson]

the import function will update customers, but not invoices.

[TheWolf]

Youc annot export journals, make changes and import back in to replace them. Journals append and lists replace. All you can do is do a complete rebuild and change the ar and ap accounts when you bring the journals into the new company.

[hdickerson]

Here Here TheWolf. good tip

doesn't peachtree have a naitive restore program/segment?
why are you guys importing original peachtree data into itself from a crash? did i misread