Template for Importing Job Costs

Can anyone assist with a template for importing to Job Cost, including GL Only entries? Below is a snip of the fields we use. I currently import invoice in AP using an Excel template with Office Connector to convert to a .txt file but I cannot figure out how to modify that template to use for JC. Any assistance would be much appreciated. 

Parents
  • 0

    Hello NIcole, I am looking for the same thing. I went to the help button and created a csv file and converted that to a txt file to import into JC. But my file keeps getting rejected and I don't know how to figure out why. Can anyone assist? 

  • 0 in reply to cmp27

    I believe there are two places you can look.  One would be the printout.  It should tell you where the error occurred.  The other would be the error file...that will show which entries didn't import.

    If you can post your text file that you are importing, I can take a look at it and see if anything jumps out.  We import daily into JC, Payroll, AR daily.  So, it's possible once you get the hang of it.

Reply
  • 0 in reply to cmp27

    I believe there are two places you can look.  One would be the printout.  It should tell you where the error occurred.  The other would be the error file...that will show which entries didn't import.

    If you can post your text file that you are importing, I can take a look at it and see if anything jumps out.  We import daily into JC, Payroll, AR daily.  So, it's possible once you get the hang of it.

Children