Importing information from Simply Accounting

Use the Simply Accounting Import Wizard to import your customer, supplier and employee information from Simply Accounting.

1. Select Import from the Tools menu, and then select Simply Accounting.... The Simply Accounting Import Wizard appears.
2. Step 1 of 4: Choose items - Choose the item to import by clicking the check box next to each. This will launch the browse dialogue box. Find the appropriate Simply Accounting export file and click Open. 
   Note: Refer to the Simply Accounting help manual for more information.  Repeat Step 2 for each item that you want to import. Click Next.
3. Step 2 of 4: Contacts - This displays a list of customer and vendor names to import. You can deselect the customers and vendors that you don’t want to import by clicking on each check box or clicking Check All. Click it again to reselect all customers and vendors. When you’re done, click Next.
   Note: If you didn’t select Contacts in Step 1 of 5, the wizard will skip this step.
4. Step 3 of 4: Employees - Step 4 displays a list of all the employee names to import. You can go through the list and uncheck employees that you do not want to import. You can also uncheck all the employees by clicking the Check All button. Pressing it again will reselect all employees. Once you’re satisfied with your selection press Next. 
   Note: If you didn’t select Employees in Step 1 of 5, the wizard will skip this step.
5. Step 4 of 4 – Select Employee settings by selecting one of the options from the drop down menu. Choose the the vacation pay expense account and the pay type that applies to most or all of the employees and this selection will be applied. You can edit each employee later and change the default pay type and vacation pay expense account. 
   Note: If you didn’t select to import employees in Step 1 of 4, the wizard will skip this step.
6.  Click Finish to complete the process or click Back to make changes.
7. When the import is complete, a dialogue box appears showing the total number of customers, suppliers and employees that were imported. Click OK.

Last updated on October 10, 2013 by FCC AgExpert