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How to import cash receipts to existing invoices?

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taxidev

Programmer
May 22, 2008
1
US
I have several cash receipts in another application that I am trying to import into Peachtree 2004 Prem. They do come in, and are applied to the correct invoices, but it's like the transaction isn't really complete. The program I am using to do the import is using the API, which is supposed to return a GUID for each imported transaction. I don't get anything, not even an error, but the payment is imported. When I look at the payment in PT, and attempt to leave the payment record, it asks me if I want to save my changes. But I haven't made any changes. Other payments that were not imported don't ask me that question, only the imported ones, indicating, along with not receiving a GUID, that the import isn't actually completed. Does anyone have any insight into this?

Tom
 
Tom:

I don't know about the program you are using to import receipts, however, I think because the transactions were imported is why the Tasks, Cash Receipts are asking you to save the transaction when you view them.

I'm assuming you are using Real-Time posting. You can check this in Maintain, Company Information.

Peachtree allows you to import CSV file formats. Under File, Select Import/Export, you have the means to import many different transactions into Peachtree from other programs.

It does sound like your program has automated the process of importing into the Cash Receipts Journal. You can view additional information regarding importing under the Peachtree Help (From the Help Menu, Select Peachtree Accounting Help, enter "import" in the Index tab and select the help area you are interested in.

 
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