This option will allow you to import data for creditor (supplier / vendor) records from a valid file format into an existing Set of Books. To be able to import the data for creditor (supplier / vendor) records, you need to have created a valid XML Database file, Lotus Spreadsheet file on your system in Setup → Export. 

To import Creditor (supplier / vendor) accounts: 

  1. On the Setup ribbon, select Import. The "Import Data into TurboCASH5.2" screen is displayed: 

  1. Select Debtors/Creditors as the Data Type to Import, if not already displayed.
  2. Select one of the following file types in which the data to import, is saved on your system: 
    1. Comma Separated Value (*.CSV) 
    2. XML Database File (*.XML) 
    3. Lotus Spreadsheet File (*.WK1)
  1. Click on the button to locate the data file. The following screen is displayed: 

  1. Click on the button to locate the data file. 
  2. Click on the button. The following screen is displayed:

tools-import-final-step

  1. Click on the Import button. The "ImportCheck" screen is displayed: 
  2. You may use the record buttons to add, delete or change the creditor (supplier / vendor) accounts records on the ImportCheck screen. You may then click on the All or OK buttons to import the creditor (supplier / vendor) accounts. 
  3. Once the import process is finished an information message "Data file import completed!" will be displayed. Click on the OK button. 
  4. Go to the Reports ribbon and select Reports → Creditors  → Listing menu to check that the creditor (supplier / vendor) accounts are correct. 
  5. If you need to edit the debtor creditor (supplier / vendor) accounts, go to the Default ribbon and select Creditor.