Solution Number:
3483
Name:
Import Fields: Accounts and Categories
Description:
This document describes the Accounts and Categories data which can be imported into Big Business, along with a description of action taken if the data does not meet the required format.
Details:
Prior to importing information into Big Business, you need to prepare a tab delimited text file containing the necessary information. Each field to be imported must be separated by a tab, and each record must be separated by a return. This is easily done using a spread sheet. Here is an example of a file containing accounts and categories to be imported.
Import Fields: Accounts and Categories (3483)
Status:
Complete
Picture:
Solution:
Below is the Account data which can be imported into Big Business during Setup, along with a description of action taken if the data does not meet the required format.
Details:
Prior to importing information into Big Business, you need to prepare a tab delimited text file containing the necessary information. Each field to be imported must be separated by a tab, and each record must be separated by a return. This is easily done using a spread sheet and saving as tab-delimited text.
Accounts and Category Import (during Setup):
Account Code, Text up to 32 characters, Remove characters beyond 32
Account Name, Text up to 32 characters, Remove characters beyond 32
Account Type, One of the types below, Replace with “Expense”
Account Group, Text up to 32 characters, Remove characters beyond 32
Bank Account Type, one of the types below, Replace with “Checking”
Balance, Number with two decimal places, Number rounded to two decimal places
“Current Asset, Expense, Income”...
“Checking, Savings, Credit Card, Loan, or Cash”
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