Moving this post to the Sage 50 US Support Group so that other users of this software will see it and can offer their thoughts and insight.

Thanks,
Derek

This is a huge time saver for us. When I import credit card transactions say for AMEX, I download all the transactions for that months statement to an Excel file. Then I manipulate the Excel file to be in the proper columns that Sage needs to be imported and when I am done with the file right before I import it I save as a CSV extension. If I have 100 transactions to import, I use the same Invoice number such as AMEX 09/30/2016, then for the number of distributions, I use 100 for each of the line items, so Sage knows how many items to import. Once you set up the import Template, you can use it all the time. If you have to split a transaction you can just add that line item in Excel as many times as you need to accommodate the splits and adjust your distribution numbering from 100 to 103 etc to add for the extra lines. BTY the "Header" does not count as one of the lines in the distribution. Once the Invoice is imported you can still edit any of the line items and if you really blow it you can delete the Invoice and re-do the import. What you need to do is export one of your Invoices that has several line items using File, Import/Export with the headers. When you open it in Excel, look for it as a csv extension. Be sure to make a backup before importing any data. Also I usually set up a Test company for practice runs, by restoring a backup to a New Company, Once the new company opens up automatically, go to Maintain Company Info and add TEST to the beginning of the company name. Call if you need help. 800 303-7770
Good luck!