As mentioned earlier, when saving the data for import, the preferred format is a comma-separated, ASCII text format. Microsoft Excel is an excellent tool for creating and editing input data files for AccountEdge and Checkout. The name of the saved, transactions file was renamed, and as a result, AccountEdge is unable to open the file, or another application is opening the fileīoth problems are resolved by inspecting the import transaction file.The two most common issues that arise with importing are: Follow the instructions in the Online Payroll Guide to AccountEdge Integration. During this process, you will set the accounts Full Service Payroll will use. They are imported into AccountEdge using AccountEdge Full Service Payroll transactions (File > Import Data > Full Service Payroll).īefore transactions can be exported and imported into AccountEdge, you will have had to complete the AccountEdge Full Service Payroll configuration. For information on exporting Checkout Ledger Records to AccountEdge, check the Checkout-AccountEdge FAQ Checkout-QuickBooksįor information on exporting Checkout Ledger Records to Quickbooks, check the Checkout-QuickBooks FAQ AccountEdge Full Service PayrollĪccountEdge Full Service Payroll transactions are exported and saved as AccountEdge General Journal entries. Ledger Records:You can export Checkout Ledger Records to AccountEdge or QuickBooks. Product Records: The Product Import/Export FAQ has details about the fields available, and the process for importing and exporting. Integration with Applications AccountEdge-CheckoutĪccountEdge-Checkout integration includes the export and import of 3 types of data: customer records, product records, and ledger entries.Ĭustomer Records: The Customer Import/Export FAQ has details about the fields available, and the process for importing and exporting. And, the Export Journal Entries to AccountEdge and Export Journal Entries to QuickBooks pages include information on exporting the ledger entries for those applications. Details and field information for customers is available on the Customer Import/Export Fields FAQ web page. The ledger can be exported in the above formats, as well as an AccountEdge format, and a QuickBooks format.ĭetails and field information for products is available on the Product Import/Export Fields FAQ web page. The export formats for the customer and product lists, and the reports include Excel, Numbers, tab-delimited, and comma-separated text formats. For general information on importing and exporting (and troubleshooting help) please see this article Checkout Import/Exportsįrom Checkout you can export the customer and product lists, the ledger, and many reports. Importing/Exporting with Other Applications BackgroundĪccountEdge provides an import and export functionality that works with several other applications.
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