CSV Import Problem with Peachtree

Discussion in 'Peachtree Accounting' started by Thom, Jul 27, 2008.

  1. Thom

    Thom Guest

    Hello,

    I am troubleshooting a problem I am having with CSV Customer/Sales
    import into Peachtree.

    The problem I am having is that the tax and shipping charges(freight)
    are not importing properly from the Sales CSV import.

    We are in California, so we do charge tax on CA orders. We do not
    charge tax on out of state orders.

    Our shipping charges do not import at all and show up as zero for both
    in state and out of state orders.

    If the order is an in state (CA) order, the tax and the shipping
    charges get combined (added together) and show up in the tax field
    after CSV import in Peachtree. The shipping field shows up as zero
    after CSV import in Peachtree.

    If the order is an out of state order, after CSV import, the shipping
    charge shows up in the tax field and the shipping field is zero.

    Below is an example of the Sales CSV we use for importing.

    SALES JOURNAL TEMPLATE COLUMNS(32), note (R) = Required Field:

    Customer ID(R), Invoice/CM,Date(R), Ship By, Ship to Name, Ship to
    Address Line 1, Ship to Address Line 2, Ship to City, Ship to State,
    Ship to Zip, Ship to Country, Customer PO, Ship Via, Ship Date, Date
    Due(R), Displayed Terms, Sales Representitive ID, Accounts Receivable
    Account(R), Sales Tax Code, Number of Distributions(R), Invoice/CM
    Distribution[numeric](R), Quantity, Item ID, Serial Number(R),
    Description, G/L Account(R), Unit Price, Tax Type(R), Amount(R), Sales
    Tax Authority(R), Credit Memo, Voided by Transaction(R)

    IN STATE (CA) ORDER - SALES CSV

    [TAX LINE]
    "Tisch,Lynn,94611-2122",13522,7/26/08,7/29/08,"Lynn Tisch","2944 Del
    Mar Ct","","Oakland","California","94611-2122","United
    States",,Standard Shipping Rate (7-10 Business Days),
    7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,CA,3,0,0,0,,Sales Shipped
    Inside CA,2262-00, 0,0,-3.27,CA,FALSE,

    [PRODUCT LINE(S)]
    "Tisch,Lynn,94611-2122",13522,7/26/08,7/29/08,"Lynn Tisch","2944 Del
    Mar Ct","","Oakland","California","94611-2122","United
    States",,Standard Shipping Rate (7-10 Business Days),
    7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,CA,3,1,1,183,,"Brain
    Vitale 60 capsules",4230-70,46.80,1,-46.80,,FALSE,

    [SHIPPING LINE(FREIGHT)]
    "Tisch,Lynn,94611-2122",13522,7/26/08,7/29/08,"Lynn Tisch","2944 Del
    Mar Ct","","Oakland","California","94611-2122","United
    States",,Standard Shipping Rate (7-10 Business Days),
    7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,CA,3,0,0,,,Freight Amount,
    6170-70,0,26,-5.00,CA,FALSE,

    OUT OF STATE ORDER - SALES CSV

    [NO TAX LINE (no tax charge on out of state orders)]

    [PRODUCT LINE(S)]
    "Kaminy,Al,60601",13520,7/26/08,7/29/08,"Al Kaminy","933 Wacker
    Dr.","","Chicago","Illinois","60601","United States",,Standard
    Shipping Rate (7-10 Business Days),
    7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,NA,2,1,1,129,,"Change
    Your Brain, Change Your Life [Book+DVD]",
    4223-70,59.95,1,-59.95,,FALSE,

    [SHIPPING LINE(FREIGHT)]
    "Kaminy,Al,60601",13520,7/26/08,7/29/08,"Al Kaminy","933 Wacker
    Dr.","","Chicago","Illinois","60601","United States",,Standard
    Shipping Rate (7-10 Business Days),
    7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,NA,2,0,0,,,Freight Amount,
    6170-70,0,26,-5.00,NA,FALSE,

    The CSV lines do have charges for both tax and shipping but these get
    mangled on import of the CSV.

    Any help will be greatly appreciated.

    Best Regards,

    Thom
     
    Thom, Jul 27, 2008
    #1
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  2. Thom

    olmowgli Guest

    I have a similar problem. Did you ever get your problem resolved?

    -------------------------------------
    Thom wrote:









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    olmowgli, Oct 18, 2008
    #2
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