To import account, item, card, General Journal entry, activity, activity slip, sale and purchase information

If you havenít already read the Your Data File Overview, see Importing data into AccountEdge for more information.Please note that this task requires single-user access. See Single-user file locking for more information.

Before you begin the import process, you must have created a file containing information you wish to import into MYOB AccountEdge -- an import file. To learn more about the import file formats, see Import file formats and other import options.

Make a backup of your data file. See To make a backup to learn how.

Choose Import Data from the File menu and select the type of information you want to import from the Import Data sub-menu. The Import File window will appear.

In the Import File Format field, select the file format of the import file you are about to import.

In the First Record Is field, select whether the first record in the import file is a header record or a data record.

Depending upon the type of information youíre importing, more fields may appear in the Import File window. These fields will appear in either of the following circumstances:

After youíve made your selections in the Import File window, click Continue. A dialog box appears, allowing you to locate your import file. Locate the file, highlight it and click Open.

The Import Data window appears. In this window, youíll match the information in the import file with its corresponding fields in AccountEdge. To do this, highlight the name of a field in your import file from the Import Fields column.

Next, click the field in the MYOB AccountEdge Fields column that you want to match the import field with. When you click the MYOB AccountEdge Fields column, the import field you selected will appear in the Matching Import Field column.

If you want to remove an import fieldís name from the Matching Import Field column, simply click the import fieldís name.

Note: Some fields must be imported

AccountEdge fields whose names have asterisks (*) next to them must have matching import file fields assigned to them.

If all the fields in the import file match the fields in the MYOB AccountEdge Fields column, you can match all the fields at one time by clicking the Match All button at the bottom of the window.

When youíre done matching fields, click the Import button to begin the importing process.