| Author |
Message |
|
huckaberry
|
Post subject: Initial Import of orders & customers  Posted: Wed Jan 19, 2011 7:28 am |
|
Joined: Sun Nov 21, 2010 6:49 am
Posts: 8
|
|
I have been using Quickbooks, but of course as doing my taxes my quickbooks program has quit working. I was using this program to just track inventory (not linked to ZC) but now want to use it as my only accounting software and need to start fresh with Jan 2010.
So I have everything set up correctly (I think) and ZC is now set up also. Can someone please point me in the right direction to import orders and customers? I am at the import screen in PB but I can not figure out how to import as that does not seem to be an option. Sorry for the stupid question, I am frustrated to say the least due to my QB and really dislike taxes! lol
thanks!
|
|
  |
|
 |
|
dave
|
Post subject: Re: Initial Import of orders & customers Posted: Wed Jan 19, 2011 6:21 pm |
|
Joined: Fri Oct 26, 2007 3:55 pm
Posts: 3499
Location: Colorado, US
|
|
Tools -> Import/Export -> Enter Beginning Balances (button) will get you where you need to go. There are a few problems with the script, please wait for the 'official' release in the next day or two. The R3.0 release candidates out now still have this bug in them.
If you already installed R3.0, not a problem, you will just need to overwrite the files with the Official release, I haven't made any changes to the tables or company files.
Dave
|
|
| |
|
|
|
huckaberry
|
Post subject: Re: Initial Import of orders & customers Posted: Thu Jan 20, 2011 8:26 am |
|
Joined: Sun Nov 21, 2010 6:49 am
Posts: 8
|
|
Thanks Dave,
I don't have the button...probably why I couldn't figure it out! I will wait for the new release and see if it appears then.
Can't wait!
|
|
| |
|
|
|
