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Julia Mundo

Importing Clients & Invoices from Timeslips Premium 2020

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Posted By

Hi all!

I've been using Sage Timeslips 2020 for our billing. However, the firm dissolved at the end of last year and one partner has created a new firm ( Let's say Partner A) and one the other one joined an established firm. I continue to work with Partner A and will begin implementing TS Anywhere as of 02/1/24.  I want to import clients and old invoices from Partner A without bringing the other partner's information.

How do I bring import this information to TS Anytime? I did some serching and found a very similar post so I'm trying to create a new databased based on the current one but I keep getting an error. See below.
------------------------------------------------------------


Sage Timeslips has encountered an error

Unable to create database TSReg

Area: System Error

Error Code: n/a

Class: Exception

Version: 28.0.0.41

Date: 1/20/2024

Time: 12:46:47 PM

------------------------------------------------------------

Parents
  • +1
    verified answer

    As Nancy stated, your best bet would be to just backup the current database to preserve the information, and restore to a new duplicate database to start working.  After that, you can go through the process of closing the clients that Partner A will not be keeping, and then purging that info from this duplicate database.

    At that point you will have both an archival copy of the 2020 data and a clean set of data to be brought over to Timeslips Anywhere that can be imported within the limitations that exist.

    I would suggest just bringing over clients, references, tasks, expenses, unbilled time and outstanding invoice transactions.

Reply
  • +1
    verified answer

    As Nancy stated, your best bet would be to just backup the current database to preserve the information, and restore to a new duplicate database to start working.  After that, you can go through the process of closing the clients that Partner A will not be keeping, and then purging that info from this duplicate database.

    At that point you will have both an archival copy of the 2020 data and a clean set of data to be brought over to Timeslips Anywhere that can be imported within the limitations that exist.

    I would suggest just bringing over clients, references, tasks, expenses, unbilled time and outstanding invoice transactions.

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