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Thread: Pastel General Ledger importing

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    Pastel General Ledger importing

    Please help, how do i import new general ledger accounts from an excel spread sheet

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    Platinum Member Neville Bailey's Avatar
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    You need to save the Excel file in CSV format, in a specific layout.

    I have attached the layout requirements.

    Once you have created your CSV file, go to Pastel and then select File...Export/Import and then, from the drop-down menu, select "Import General Ledger Accounts" and then browse to your CSV file.

    Note that you can only import GL accounts if your Pastel database does not have any existing GL accounts.
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    Thanks Neville so much. i get the trick i was importing into a database with general ledger accounts already existing. is there hope that one day we will be able to import even when accounts are already existing on the d base ?

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    Platinum Member Neville Bailey's Avatar
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    Quote Originally Posted by osbert View Post
    is there hope that one day we will be able to import even when accounts are already existing on the d base ?
    I'm afraid I can't answer that question for you, as much as I would like to.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
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    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    I get the following errors when trying to import from Excel to Pastel14.

    Quote Originally Posted by Neville Bailey View Post
    I'm afraid I can't answer that question for you, as much as I would like to.
    Hi Neville,

    I get the following errors when trying to import from Excel to Pastel14. Line 1 period should be 1-13, I have a 1 in that column?

    It also complains about the date

    Do you see any obvious mistake in layout?

    Thanks

    Otto
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    Platinum Member Neville Bailey's Avatar
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    Quote Originally Posted by mullerot View Post
    Hi Neville,

    I get the following errors when trying to import from Excel to Pastel14. Line 1 period should be 1-13, I have a 1 in that column?

    It also complains about the date

    Do you see any obvious mistake in layout?

    Thanks

    Otto
    Hi Otto,

    The layout of the file seems fine.

    However, you cannot import a regular Excel file with the file extension *.xlsx. Save the file as a CSV file, and then you should be able to import the file successfully.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    Hi, does anyone have an excel template/example of the above, I cant seem to import my file without receiving errors.

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    For importing the general ledgers accounts, not the cash book.

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    Impoting Credit Card Payments into Pastel

    Quote Originally Posted by Neville Bailey View Post
    Hi Otto,

    The layout of the file seems fine.

    However, you cannot import a regular Excel file with the file extension *.xlsx. Save the file as a CSV file, and then you should be able to import the file successfully.
    Hi Neville,

    I want to import Credit Card payments into Pastel, is the CSV file format the same as for Cashbook Csv File.

    I getting all kinds of errors. Please help

    Thanks

    Otto

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