Hi HLGROUP , I'm glad to read that it finally worked. There is always a learning curve with importing to AccountRight. Ultimately you should be able to import a single file with all data.
Hi HLGROUP , are you able to post the source text file that you are trying to import? (or part of it)
Hi Mike,
This is a sample of the file I have been trying to import.
Fiona
For imports to AccountRight 2020, if the import file does not have a pair of curly braces on line 1 like so: {} then the import will apply formatting rules for v19.
The account number has no formatting, which is a 2020 rule, so to get this through you should add a blank line at the top of the file with {} as the first 2 characters. (The v19 account number would be formatted like 1-1234).
Thanks Mike,
I'll try that and hopefully it will work for future imports.
Appreicate your help.
Fiona
