Hi jen.capitalplumbing ,

Thank you for reaching out. It looks like you've ensured the date format is correct across all date columns in your .csv file, which is great. The date fields should indeed be in the MM/DD/YY format.

If the error persists, here are a few additional things to check:

1. Ensure there are no hidden characters or spaces before or after the dates in your .csv file. Sometimes these can cause issues even if the date appears correct visually.
2. Verify that all other required fields for the Purchase Journal import are correctly formatted, especially the Vendor ID, Invoice/CM #, and Amount fields.
3. Double-check that the Accounts Payable Account number matches exactly with one in your Chart of Accounts and that it is set up correctly as an Accounts Payable type.

Remember to always make a backup before attempting the import. And if you need the exact format for each field, refer to this article for a comprehensive overview.

If you've checked all the above and the issue remains unresolved, it could be beneficial to reach out to your Sage business partner, network administrator, or accountant for further assistance, as there may be a specific issue with the file or the import process that requires a closer look.

Please let us know if you need any further assistance.

Warm Regards,
Erzsi

The easiest way I think to do this is to manually enter 1 or 2 purchases, with a few lines per purchase. Then export those 2 purchases with the header.  Make your purchase import match up with the column headers.

FYI- If you are importing a purchase where the invoice number starts with a zero, the purchase.csv file will remove any leading zero, so before you make any changes to the csv file save it to an Excel file. Make your changes, then save it back as a CSV (be sure to choose the Comma delimited.csv choice. 

Good luck!

[email protected]

Accounting Conversions

yes - I have tried that. Interestingly, the export file has the date format of mm/dd/yyyy. I've even tried making the date a text field.

yes, I will contact sage.

In trying to troubleshoot why this is bouncing on the date, it could be you do not have the columns in the correct order that you have selected for the Import Template. Do you have a blank space in the columns before the date?  I noticed the Vendor Name is not a selection on the Sage Purchase Import, so you would have to select that show box to include that column on the import if your data includes the Vendor Name.  Could be the number of distributions (which doesn't have any reference to your date error) but may throw off the import. The definition of number of distributions means how many lines are associated with 1 purchase invoice. So, if you have 3 lines that all belong to 1 purchase, all 3 lines must have a 3 in the Number of distributions column.

You can send me your csv file if you can't figure it out. Perhaps I can pinpoint the problem.

[email protected]

OK - got it past the date issue - now stops at job id - I have "jobid,phase,costcode". "2302,06,06060" in quotes. When I took the job id out of the 1st line & reran, it stopped on line 2. So it does accept blank job, but not the job in the format it states. So I took out the quote marks, resaved .csv reran import & it seemed to have run - but I don't know where it went - nothing in the purchase journal, nor the audit detail.

They don't support import/export.

Figured it out - I was over thinking it. I was using the Sage required field set ups. Don't bother - don't use quotes in jobid,phase,costcode as instructed. Don't use date format of mm/dd/yy as field as instructed in the Purchase Journal Fields (import/export). Don't follow the instructions on moving fields or unclicking any field you don't want. You must have all fields, even the one Sage has unmarked. The # of distributions is not the same on every invoice so just leave it as it is. I just imported 2 vendors with 40 invoices  and 168 lines of detail.