Hi Mazzii1 , I mentioned that there was a learning curve to importing transactions to MYOB! The blank line should only be added between each separate transaction, not each transaction line, otherwise you will get that incorrect result, ie each line will become a separate bill.
Last things first - you are importing item bills, which are based on exported your time billing sales, with columns transferred as required. You'll know that T/Billing sales lines are not the same as item bill lines, and bills in general require different information to sales on each line, so you will need to add some infomation to your import file that relates to bills.
Since this is taking a while to resolve, if you wish, email me an example of exported sales, plus the item bill import file based on those sales. I may be able to comment back via the forum without disclosing any of your company information.
You described your process here:
With every (sales) invoice I create for the month, there is at least 20-30 daily dockets.
Half of our invoices are subcontractors which means I have bills for them.
I enter all dockets into Time Billing (so I have to use the desktop app, not the browser), then i export the sales and try to reconfigure the names of the columns and info to match what i would want to import into an Item bill.
Have you at some point entered an item bill manually, then exported that to a text file, then copy/paste the text to an Excel workbbook, and use that as your template? That will give you all the columns, in the correct order.
I can't tell why your imported bills do not have billed and received quantitires.
Hi Mike_James
Yes, it most definitley is a learning curve! Which is good as I have learnt from my mistakes.
I am fully aware of the difference between Time billing sales invoices and Item bills from suppliers. I have followed a lot of steps to ensure I'm inputting the correct information. Including exporting an Item bill to use the columns as a template for the sales transactions I wish to import.
With the bill/received quantities, I've tried renaming Billed to Bills (as this is what it says in the actualy item bill, but not in the matching import section), tried just Billed and not the receiving column. I'm obviously not doing something right, just can't get my head around it.
I have created a sample file for each export t/billing sales, and import item bill. I also uploaded the sample item bill to show to upload the import log I receive, which has 0 errors.
Thank you.
Mazzii
Hi Mazzii1 , when you import an item purchase, there is only one field named Quantity, so you only need that column in your import file. After import, the bill transaction will show both columns completed.
If you use the names of the available fields per the import wizard in your file, then you can auto-match your file to the AccountRight fields.
Your fields should be in order - Quantity, Price and Total (your file needs a Total column as well). Your file also has no date column, which you may wish to add.
