Merchants in this area most frequently
use Quickbooks. There is an option in Quickbooks to export to
Excel spreadsheet or CSV file, but there are also commercial tools
available on the market to ease and refine exporting data.
>>What I personally did when migrating from another accounting system (Excel) to LSMB is
>>to import all invoices that I wanted to retain, pay them, so they don't stick around in the AR/AP modules.
Importing list tables such as customers, vendors and products is fairly straightforward. But, importing transactions such as sales invoices and purchase orders (for someone like me who hasn't much accounting background) seems daunting.
Into which tables did you import them?
ALL transactions or just specific types?
Going back how far? (eg, one year, or to the beginning of the current year.......)
Thanks.
Brian
On 08/27/2013 05:26 AM, Erik Huelsmann wrote:
>>What I personally did when migrating from another accounting system (Excel) to LSMB is
>>to import all invoices that I wanted to retain, pay them, so they don't stick around in the AR/AP modules.
Importing list tables such as customers, vendors and products is fairly straightforward. But, importing transactions such as sales invoices and purchase orders (for someone like me who hasn't much accounting background) seems daunting.
Into which tables did you import them?
ALL transactions or just specific types?
Going back how far? (eg, one year, or to the beginning of the current year.......)
Thanks.
Brian
Brian Wolf
Phone: 410.367.2958
Email: ..hidden..
- LedgerSMB Accounting Software Integrated with Amazon Marketplace
- Integrated Payment Solutions
Hi Brian,
On Aug 27, 2013 12:02 AM, "Brian Wolf" <..hidden..> wrote:
>
> I didn't receive any feedback at all on the regular list; so maybe someone with experience can help me out here?
> (see below)What I personally did when migrating from another accounting system (Excel) to LSMB is to import all invoices that I wanted to retain, pay them, so they don't stick around in the AR/AP modules.
Then, I calculated the difference betweenthe balance to be imported and the balance in the system and imported the delta. That way, the opening balance is correct and the information that needed to be retained has been retained.
HTH,
Erik.
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