Review Imported Records
After you have finished importing
records into Sage Simply Accounting, check your records.
To review records imported from
QuickBooks:
- If you imported
employees and QuickBooks was set up to calculate vacation accrued on vacation
paid, for each imported employee record, select the Calculate
Vacation On Vacation Paid check box on the Income tab
- If you imported
accounts that did not have account numbers or were numbered randomly in
QuickBooks, Sage Simply Accounting assigns numbers to these imported accounts
based on their account type in QuickBooks. Check all the imported accounts
to be sure they appear where you want them in the chart of accounts, and
rename or renumber them if needed.
- Open the Vendors
and Customers windows and check records individually.
Note: QuickBooks does not
maintain separate address lines, provinces, or states. Be sure to check
all the address information in the imported records, and revise it if
needed.
- To display a vendor
or customer list, from the Reports menu, choose Lists,
and then Vendors or Customers.
To print the displayed list, click Print Report
in the display window.
To review records imported from
MYOB:
- Open the Vendors
window or the Customers window and check records individually.
- To display a vendor
or customer list, from the Reports menu, choose Lists,
and then Vendors or Customers.
To print the displayed list, click Print Report
in the display window.
To review records imported from
Quicken:
- Open the Vendors
window or the Customers window and check records individually.
- To display a vendor
or customer list, from the Reports menu, choose Lists,
and then Vendors or Customers.
To print the displayed list, click Print Report
in the display window.
To review records imported from
Sage Simply Accounting:
Check the imported records individually and
modify them if needed.
What do you want to do?
Learn about exporting
records from Sage Simply Accounting