Importing invoices and customers

[hifly]

Hi,
I am changing from an old accounts software to quickfile and having some problems importing data.
I am importing CSV files and am ok with this.
I am confused around customer and invoice import as the import fields don’t match.
In invoice import there is 1 field for address, where in customer import there are 3 address lines plus town and post code.

How do i match invoices to already imported customers as when i tried importing invoices it created new customer records and did not match up the client names.

[QFSteve]

Hello @hifly

This may help

• Import the clients first

• Next import the invoices, ignore the address field on the invoice import as this is just invoices only (not added to to client record - used for 1 customer for daily dales - lots of invoices on 1 record with different addresses)

• Ensure the client name matches the client account as per below

Related

https://support.quickfile.co.uk/t/importing-clients-and-suppliers/8891

https://support.quickfile.co.uk/t/importing-sales-and-purchase-invoices/8885

[hifly]

Ok that makes sense however i am now getting the error that the invoice numbers i am importing already exists, however i have deleted all my sales invoice and they only exist in the deleted tab.

[QFSteve]

Hello @hifly

When you delete an invoice it holds the invoice number for reference purposes.

As you have just started and are importing a large volume of invoices you could use the clear data option to remove the invoices completely.

Alternatively you would have to change the invoice numbers to make them unique (prefix a zero etc).

[hifly]

Thanks, that has sorted it, now just need to get to grips with the rest of this accountancy ****.