Hi xranton
If there are items used in the transaction, then it would most likely need be an item sale instead of a service sale.
I'd suggest manually record this transaction in AccountRight first - take a note on whether service or items layout was used - then export this one transaction from AccountRight. Open the exported file and your import file in Excel to compare the format as well as the data, you can also use the exported file as a template, just fill in the actual data.
Please feel free to let us know how you go, if you are stuck, please provide a sample import file and its import error log, we are happy to assist further.
Hi CloverQ,
I replied yesterday but i cannot see my post.
Anyway, it is a service sale and not a physical item/object, so i have to use the service sale. Shiftcare directions also mention to choose service sales.
Any suggestions please?
Kind regards,
Christos
Hi xranton
Thank you for the update.
It's very helpful to know that service layout is the one to use for this sales transaction. Then as explained in my initial reply, record this transaction in AccountRight manually, export it so you can compare the exported file with your import file using Excel to spot the difference.
Please feel free to let us know how you go.
Hi CloverQ,
Thank you for your reply.
I am not really proficient in using MYOB to the full extend as is not my job really. I will try to do some tricks probably next week, when i will have some time. It is more that certain though, that i will need your assistance, please.
I'll let you know when the time is right.
Kind regards,
Christos Antoniadis
Hi xranton
No worries. Importing often takes a bit of trials and errors to get it right. Whenever you are stuck with no clue, the best way is recording the same transaction in AccountRight then export it, comparing the exported time with your import file in Excel to spot the difference. Fix and test your import file with 1-2 transactions only until it imports successfully, then you can prepare the rest of the data the same way.
When you do the find the time to test it, I'd suggest to check out these Help articles, they should guide you through it:
Please feel free to let us know how you go.
