Forum Discussion
Thanks Gavin.
The import did work eventually.
The first time there were error warnings for the amounts having $ symbol and duplicate supplier number (which is to be expected).
The 2nd time I imported the amounts did not have the $ symbol and the only warning was duplicate supplier number, and all data appears to have imported. This is strange as I did not make changes to the format of this file.
In between the 1st and 2nd attempt I opened the file but did not make any changes to that file.
I renamed the file after changing the format of the amounts to having no symbols - keeping it as Text (Tab Deliminated). Nothing else was changed. This import did not bring in the single lined transaction that is not GST registered and had one of my suppliers as not identified.
Does opening the Text file in Excel change the formatting for importing? Updating the file to import is so much easier to do in Excel than in Text.
Appreciate your help and time with my queries. I am not sure why it is so difficult to import data, it used to be very easy and could import CSV.
Regards
Michaela
Hi CropServ
I always use excel to edit import files. And yes opening an import or export file in excel can radically change things. This is because excel tries to 'guess' how you wanted the information presented. For example, unless you take precautions it will change 0001 to 1, 6-4000 to 1/06/4000 or Jun-00, $2200.00 to $2,200.00 etc. When opening a txt file you must specify certain columns to be formatted as text and not General.
Regards
Gavin
- Mike_James2 months agoUltimate Partner
Hi gavin12345 , my version of Excel (Office 365 (Version 2402 Build 16.0.17328.20124) 64-bit ) now prompts me to ask whether I would like it to make those kind of changes or not, so i always decline. That seems to work well.
I also note this is 64-bit and yet exporting reports from AccountRight to Excel works perfectly well. The 32-bit Officelink limitation seems to have been overcome.
- gavin123452 months agoUltimate User
Hi Mike_James
Good to know that later versions of Excel take care of this.
As for 64 bit, yes numerous users have reported success with exporting to 64 bit Excel and Word. My understanding that the 32 bit issue is now more Outlook related, rather than other components of MS Office. I may be wrong, however I don't recall users reporting success with 64 bit Outlook, not unless 32 bit Outlook is also running.
Regards
Gavin