The Import Wizard allows you to import data directly into the New Company you are currently building.
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Standard Import (Option 1)
To use this option you have to fill out the GL Account Import Template file.
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If there is a discrepancy with the actual setup of the GLR Module and your imported data, you may see some fields highlighted red. For example, say your Expense Category was setup to be between 5000 - 9999, but you imported a record for GL account number 3000 and marked it as an Expense Account. This will result in the Account # displaying in red. If the Category or Sub-Category does not actually exist, then those will also highlight in red respectively.
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Default Import (Option 2: Company Auto-Completion)
This tab actually allows you to auto-complete the entire New Company creation process based on our recommended defaults throughout all TRX Modules.
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Standard Import (Option 1)
To use this option you will have to fill out the Customer Import Template file.
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Standard Import (Option 1)
To use this option you have to fill out the Vendor Import Template file.
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Standard Import (Option 1)
To use this option you have to fill out the Item Import Template file.
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