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16.5 Import from Simply Accounting |
  
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16.5 Import from Simply Accounting |
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16.5.1 Export Clients and Contacts from Simply Accounting
1) Open Simply Accounting
2) Click on "File", select "Import/Export" and then click "Export Records"
3) Tick "Export records to a Simply Accounting import file format" and click Next to continue
4) Tick Customers to select the type of records to export
5) Enter a name for the export file such as Customers
6) Enter the location where you would like to store the file this is normally C:\Lati99 or click Browse to manually locate the path
7) Click Next to continue
8) Tick beside each client name to manually select or click "Select All" button. You also have an option to Include inactive Customers. Click Next to continue.
9) The Simply Accounting - Export Records Summary shows what was exported. Click OK
10) Click the 'Finish' button to close the Export Records Wizard
16.5.2 Import Clients and Contacts into Latitude
1) On the Home screen, click Finance and select "Accounting Link"
2) In the "Group" list, select "Link Simply Acct"
3) In the "Name" list, double-click "Simply Accounting - Import Customers from Simply Accounting ..." (Select the appropriate version)
4) Enter the Customer text file name including the path, exported from Simply Accounting, and click ok
5) All imported Customers are listed on the report. Close the report.