A sales invoice or sales quote from a vendor is imported into Sage Simply Accounting as a purchase invoice or quote. A purchase order from a customer is imported as a sales order.
Therefore, as a customer, you can import purchase quotes and invoices, and export purchase orders. As a vendor, you can export sales quotes and invoices, and import sales orders.
You can only import and export transactions if your vendors and customers have the following prerequisites:
You need to set up your vendor record or customer record to be able to successfully import or export transactions.
These settings include:
Exporting a transaction is as simple as e-mailing the transaction to your customer or vendor. When they receive this e-mail and open the attached import file, Sage Simply Accounting automatically imports this file into your company record.
Notes:
Vendors and customers using an older version of Sage Simply Accounting may not be able to import transactions from you.
If you are using departments,
any amounts you import go to the account and department you specified
in your linked accounts.
Import transactions from a vendor who uses Sage Simply Accounting
Export a transaction to customer who uses Sage Simply Accounting
E-mail an invoice, quote, or purchase order to a customer or vendor
Add or modify item information used when importing or exporting transactions