Chapter 13: Importing Accounts and Categories (2)

Chapter 13: Importing Accounts and Categories (2) (6151)

To import accounts and categories:

1. Click the Accounts & Categories button in the Set Up Checklist window.

The Accounts & Categories Set Up window appears.

2. Click the Import Accounts & Categories button, then click the OK button.

3. In the dialog box that appears, choose the file that you want to import.

4. If you chose to import from a text file, the Import Categories window appears.

5. Match text fields in the Fields Available for Insertion list with Big Business fields. See Using the Import Windows for instructions.

6. Click the OK button.

Set Up prepares a list of accounts and categories, then displays the Accounts & Categories window. See Using the Accounts & Categories Window, later in this section, for information about the next step in setting up the accounts and categories.


Chapter 13 Contents