Appendix > Appendix > Format Requirements for Importing Transactions
Format Requirements for Importing Transactions
When you import transactions from an external file, the information in the file being imported must be in the proper format. For example, fields need to be a certain length. Make sure that your formatting is correct to avoid possible errors. Information on the various format requirements is contained in this topic; be sure to review all the information to help ensure you successfully import your external file.
Certain information, like dates, is required to post, but is not necessary to import transactions. Be sure to print an edit report and review it carefully before you post imported transactions.
If you are importing non-transaction data using the Import/Export window, see Format Requirements for the Import/Export Feature for the file format requirements and other important information.
Published date: 06/04/2021