Import open invoice list

Question

I'm starting a new company file. I've exported customers, suppliers, currency list etc as .iif files and am across how to import them into the new file. However, I have a list (*.csv file) of all open invoices which I wish to import. I dont need the details of the transactions — just customer names, dates, invoice nos, amounts, etc. Can any one give me the steps to do this?

cosmic · Answer

Hi JonMak

You can call me on this number 0407068942

We can import your Receivables and A/C Payables with each individual Invoices and aged accordingly

Acctd4 · Answer

Hi @JonMak

Unfortunately, within the program itself. only Lists can be exported/imported.  It is possible to achieve what you need but it requires a independent (paid) 3rd party solution.  @cosmic may be able to assist with this is your preference, which may be more viable if the volume is significant.  Alternatively, most people just enter either the open balances - or the open Bills/Invoices themselves to create them - into their new file 😊