Chapter 22 Importing
Importing lets you use spreadsheet data to create or update your Big Business entries.
Import a price list from a vendor to update your item costs. Then, export these items, calculate new prices in a spreadsheet, and import updated prices. The steps are easy.
Info Buttons
Info Buttons appear throughout BigBusiness and link to Solutions entries here to help. On Prefs or Settings they are blue. On data-entry screens they are gray until you click.
Entries are simple with a first part providing definition, a second listing considerations, and a third describing execution. Always there is a picture, and sometimes it is helpful.
Click the Chapter button to show the entry in its grouping, click Next to read the next one, try the steps shown, or email to support@bigbusiness.com for more information.
Import Narration
Import Narration lets you follow import progress showing you each entry its creating.
Dialogs are updated for modern objects to automatically adapt to dark mode and so on.
Imports updated include Accounts, Bank Transactions, Basket Line Items, Bills, Bill Line Items, Bins, Contacts, Currency Rates, Customers, Invoice Line Items, Alternative Item Codes, Item Prices, Convert Orders, Payments, Purchase Order Line Items, Quote Line Items, Sales Order Line Items, and Vendors.
Company Information
Company Information asks you fill in your company details during Setup of new data.
Setup is updating for modern objects to adapt to dark mode and other system changes.