Use this command to display a form that allows you to import transaction data from external sources. Supported file types are:  Comma delimited text file, Tab delimited text file, Microsoft Access Database, and Custom delimited text file.

Comma delimited text files are files that has values separated by a comma. A Tab delimited text file is a file similar to the comma delimter file except values are separated by a tab. A Custom delimited text file is a file which has a delimeter of your choice. A Microsoft Access Database will import from an .mdb file.

An import source file must have data organized with at least three separated values of types: transaction date, transaction description, and transaction dollar amount.

Step 1: Select source file and parameters

1. In the File type drop down list select from Comma delimited text file, Tab delimited text file, Custom delimited text file or Microsoft Access Database.
   1. Comma delimited text file is a file that has values separated by a comma. Example: 1/3/2009,Paid electric bill,125.45.
   2. Tab delimited text file is a file similar to the comma delimter file except values are separated by a tab.
   3. Custom delimited text file is a file which has a delimeter of your choice. If you choose this, enter the correct delimeter into the text box to the right.
   4. Microsoft Access Database will import from a .mdb file.
   
   
2. Select the Source file. 
   1. Click the box beside this text box and locate the file.

Step 2: Select object of import and destination account

1. Select whether, during this import operation, you are importing only receipts, only disbursements, or both. If both are included in the import, the disbursements should be presented as negatives. Otherwise, all should be positive amounts.
2. This is a list of accounts classified as Checking Accounts, Savings Accounts, or Money Market Accounts in the current client file. Select an account as the target of this transaction import.

Step 3: Preview data and match columns: Date, Description, Amount

1. Match the columns with headers.
2. Use the Column index and Header text controls to assign headers Date, Description, and Amount to the appropriate columns. You can also click the column headers to select. To restore a column header to its default value, select the empty text in the Header text drop-down control.
3. Once you have done that for each column click Import.

Records that are successfully imported are removed from the list. Unsuccessful imports remain. Causes of failure include records with improper dates and improperly formatted data.