Importing Data

Rather than typing data into records individually, the Import option lets you enter data directly into Instant Accounts (or Accounts Plus) from text files generated by other programs, such as spreadsheets, word processors or other accounting packages.

Data can be imported into any of the following types of record: customers, suppliers, nominal ledger records, audit trail transactions and product transactions. You can create whole new records, or just update specific parts of existing records, leaving the rest unchanged.

Warning: If you are using the Import procedure to overwrite or update existing data, make sure that you take a back up of the existing data before you proceed.