Peachtree Import and Custom Invoice

Discussion in 'Peachtree Accounting' started by Melissa, Oct 20, 2005.

  1. Melissa

    Melissa Guest

    Each month I receive an excel spreadsheet that contains information I need
    to use to invoice my customers. I have tried to import this information into
    Peachtree, but have not been able to do so. Is there a way to customize the
    import utility? I also need to print a very detailed invoiced based on the
    information that I import. Can anyone tell me where I can find the
    information to be able to do this? I am also willing to pay a consultant to
    set this up for me if anyone has a suggestion on who to use. I am in
    Alabama.

    Thanks in advance for any help.
    Melissa
     
    Melissa, Oct 20, 2005
    #1
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  2. Melissa

    Laura Guest

    Melissa wrote:

    >Each month I receive an excel spreadsheet that contains information I need
    >to use to invoice my customers. I have tried to import this information into
    >Peachtree, but have not been able to do so. Is there a way to customize the
    >import utility? I also need to print a very detailed invoiced based on the
    >information that I import. Can anyone tell me where I can find the
    >information to be able to do this? I am also willing to pay a consultant to
    >set this up for me if anyone has a suggestion on who to use. I am in
    >Alabama.
    >
    >Thanks in advance for any help.
    >Melissa
    >
    >
    >
    >

    You will need to format that spreadsheet to correspond to the proper
    column layout that peachtree requires.

    I've done it for very basic invoices but I've never tried it on complex
    ones. Output a sample invoice or 2 (File>>export) On the Accounts
    Receivables tab select the Sales Journal entry and click on export. Then
    go to the Fields tab and check only the necessary fields. Then go to the
    Options tab and put a check mark in the "include headers" box. Now click
    on okay. The output file will be c:\sales.csv. This file can be opened
    up in excel. Experiment with your export until all of the fields that
    your invoice spreadsheet are included. Then you need to get our invoice
    spreadsheet in the same order as your export file. You might experiment
    with setting up formulas to the right of your received data to create
    the right output file. Hopefully this will get you started on your project.
     
    Laura, Oct 22, 2005
    #2
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