Invoices, customers and payments

[John Morris]

Hi Geert,
  Thanks for your thoughts. I had found the CSV importers for invoices and customers, but they said nothing about customers. I was afraid the answer was No, but I thought it was worth a try.

  Since I have not tackled Linux and don't have the time for that right now, I think I'll leave learning Python for another day. For now, I'll have to look at other ways to import all this data and keep the payments connected to the invoices.

Best,
John

On Oct 11, 2014, at 10:06 AM, Geert Janssens wrote:

> Hi John,
> 
> That's quite an amount of data to import!
> 
> GnuCash does come with CSV importers for Vendors/Customers and 
> Bills/Invoices. You can find them under File->Import...
> 
> I haven't used them myself so I can't tell how well they perform. Others 
> can share their experience here if they like.
> 
> What is currently missing is an importer for payments unfortunately. The 
> only option GnuCash offers here is a plain transaction importer. That 
> would allow you to import the payments as ordinary transactions. They 
> won't be linked to your invoices then though and you would have to 
> manually call "Assign as payment" for each of them.
> 
> An alternative route for the payments could be to write a python script 
> that does this for you. This immediately has two restrictions:
> - the python bindings are only supported on linux
> - you'd need to know how to code in python
> 
> If you need help to get started on those, feel free to ask here on the 
> list.
> 
> Good luck!
> 
> Geert
> 
> On Wednesday 08 October 2014 21:12:16 John Morris wrote:
>> Hi All,
>>  I've been using GnuCash for a few months and am starting to get used
>> to it. I've played around with the customer and invoice features, so
>> I think I know what I'm doing there. My next task is to import our
>> past data for invoices, clients and their payments. Ideally, we would
>> like to import all 1,170 clients and all of their invoices (probably
>> around 2,000) and the corresponding payments. The data is currently
>> stored in an Excel file, so I can produce pretty much any format
>> needed for the import, but I don't see how to do the actual import so
>> that the customers, invoices and payments are all connected when the
>> import is finished. Is anyone out there willing to point me in the
>> right direction?
>> 
>> Best,
>> John