Import From Comma-separated Value File (.csv)

	Accounts
	Vendors
	Customers
	Items
	Employees

You will need to create an individual file for each category that contains the fields specified in Office Accounting Import Utility.

To import a .csv file:

1. On the File menu, select Utilities, and then select Import. The Import Data dialog opens.

   

2. In the Import Data list box, select Comma-Separated Values (.csv) and click OK.

   

3. On the Select Source File page, click Browse and select the .csv file from which you want to import records.



4. In the Options pane, select whether or not you want to import duplicate records. If you import duplicates, the duplicates will be imported with a slightly different name.
5. Click Next.
6. In the Step 1 pane, select the .csv file you want to use.
7. In the Step 2 pane, select the appropriate account type.



8. In the Step 3 pane, click Map Fields.
9. The Map Fields page displays the column headers of the selected .csv file. Click and drag a column in the From pane and drop it on the corresponding column in the To pane. Required fields in the To pane have an asterisk. If your .csv file does not contain these columns, cancel the wizard, add the columns to the .csv file, and then start the import process again.



10. Click OK.
11. Click Next. The Finish Import page opens.
12. Click Finish.



13. Repeat steps 1-12 for each destination account type.