Are you trying to import Invoices in AR-Invoice or OE-Sales Order?

AR-Invoice

BTW - Thanks for your response Tammy!, Andrew Ritchie

Are your sales tax codes setup on your Customers records in BusinessWorks? Your sales tax code has to be defined in BusinessWork before importing.

Yes, I agree with Tammy.  The Sales tax ID needs to be defined in  AR, Utilities, Sales Taxes. Maintain first. This is also defined in our Knowledge Base article How to set up sales tax ID (75177).

And just in case, I am also including the article relating to importing you should be using How to import customer invoices, payments and adjustments (25565)

Sincerely,

Coleen

Yes, I agree with Tammy.  The Sales tax ID needs to be defined in  AR, Utilities, Sales Taxes. Maintain first. This is also defined in our Knowledge Base article How to set up sales tax ID (75177).

And just in case, I am also including the article relating to importing you should be using How to import customer invoices, payments and adjustments (25565)

Sincerely,

Coleen

Tammy/Colleen - Thanks very much.

In most cases, our services are not taxable.  So, for my test in the Sample Company database, I removed the tax IDs from the customer record and all Tax Amount and Tax ID fields were left blank in the CSV file.

I was thinking that my <cr><lf> field was not entered on the file properly and it was getting confused with the last Tax ID field in the string.  

Do either of you have a sample Invoice Import file that I could compare mine to?

I will check out (25565) and (75177).  

Thanks Again

Sorry - I do not have a sample export to send you.  But on the last page of the Import article, it show s examples - they are in Notepad format thought.  Which means each comma represents a new cell....so for excel that would be a new column.

Coleen

OK - I was able to successfully import by eliminating the <cr><lf> characters at the end of each series of fields.  Apparently BW was interpreting those characters as a Sales Tax ID.  

Thanks for your help.

Now I know you can't reference more than one Sales Account but can you somehow import two line items to the same invoice that use the same sales account?

I use a freeware program called CSVed v. 3.5.4a to prep all my imports into BW. there is a small learning curve. It is Win10 compatible.

Thanks Vince - I took a look at CSVed - I'll need to take some time to learn how to use it