Importing

[TAXMAN]

Ok I have exported my payer file to Excell. Corrected and deleted in Excell and saved file as CSV per ATX. Now how do I get it back in to ATX? I must have brain cramps or something. Thanks

[kcjenkins]

What happens when you try to Import the file?

[TAXMAN]

KC I can't seem to find where to import this file back in.

[Jack from Ohio]

Rollover from last year's program.

[TAXMAN]

Jack, I rolled them into 2012 program exported them out to excell cleaned and leaned them out. I now want to put them back into the 2012 program. How? Thanksc

[ILLMAS]

https://support.atxinc.com/help/userguide/2011%20ATX%20Accounting%20Import%20Tutorial.pdf

[Jack from Ohio]

Just exactly why did you not clean them out in the 2012 program?

[TAXMAN]

Jack we didn't clean out 2011's file figuring we would wait until Dec. to clean up the file. Some of our employers are no longer in busines after 2010, 2011. Several entries consist of names with extra s or another company took over or merged. Anyway we just wanted to clean up this file. I am reading the above post concerning imports. Thanks for all the help and ideas. Did they indicate when we may get a major update?

[Jack from Ohio]

Next major update in January. If you possibly can, you should attend the seminar on Dec. 18 in Kennesaw. Well worth your time.

[Jack from Ohio]

Jack we didn't clean out 2011's file figuring we would wait until Dec. to clean up the file. Some of our employers are no longer in busines after 2010, 2011. Several entries consist of names with extra s or another company took over or merged. Anyway we just wanted to clean up this file. I am reading the above post concerning imports. Thanks for all the help and ideas. Did they indicate when we may get a major update?

Import all the payers into 2012 program, then clean. Greater sorting functionality it seems with 2012.