importing invoices

Curtis Arnold curtis at ctae.com.au
Mon May 5 23:29:28 EDT 2014


Hi,

Let me give you a more detailed reply (I was rushing out the door to take
my daughter to school when I replied last). By "new user" I meant new to
the mailing list. I've been using Gnucash for many years. I went over to
the dark side for a while, giving MYOB a try in an attempt to simplify my
bookkeeping life. Sadly it was not a successful venture and I've come back
to the Gnu. I had been maintaining a basic set of Gnucash books during this
time so the transition has been smooth except for entering the 900 or so
invoices I've exported from MYOB. Going forward I will be importing
invoices regularly but on a much smaller scale!

Any advice on getting the CSV formatted correctly (or is it a setting in
Gnucash?) so that the invoices import with the correct tax details (and are
posted preferably)?

Cheers.


Regards,

Curtis Arnold



On Tue, May 6, 2014 at 4:05 AM, Derek Atkins <warlord at mit.edu> wrote:

> Curtis Arnold <curtis at ctae.com.au> writes:
>
> > Hi,
> >
> > First time user. I tried to search to see if my question has been
> answered
> > but the " search the gnucash-user
> > Archive<https://lists.gnucash.org/search/?idxinfo=gnucash-user>s"
> > link returned a page not found error. Is there another way to search past
> > messages?
> >
> > I'm importing invoices as QIFs. Once the import is complete the invoice
> is
> > there but has ignored the "taxable" and "tax code" input which means I
> have
> > to manually unpost, correct and re-post every invoice. I've tried
> tweaking
> > the CSV every way I can think of not sure what to try next? I've got
> about
> > 900 invoices to import so I'd really prefer to not have to handle each
> one
> > individually.
>
> The QIF importer has no knowledge of Invoices or any business objects.
> You cannot import an Invoice through QIF.  Sorry.
>
> For 900 invoices....  Is this a regular thing or are you trying to
> import history?  If you're just loading history I might suggest you
> instead "move forward" and just enter in your new data (possibly in
> parallel with your previous data entry program) until you get
> comfortable with GnuCash.
>
> If you regularly have 900 invoices to load....  You might instead want
> to use GnuCash's "duplicate invoice" features to make it easier, but I
> would argue that GnuCash might not be the right tool for your invoicing
> needs.
>
> Good Luck,
>
> > Cheers,
> >
> > Curtis
>
> > Please remember to CC this list on all your replies.
> > You can do this by using Reply-To-List or Reply-All.
>
> -derek
>
> --
>        Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
>        Member, MIT Student Information Processing Board  (SIPB)
>        URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
>        warlord at MIT.EDU                        PGP key available
>


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