• EH Lim

Importing quotes and orders into MoneyWorks

Nope, you can't.


If you are using the spreadsheet as a word processor for quotes and invoices, you cannot import it into an accounting system.




The data has to be in rows and columns (like a CVS format), usually exported from a quotation or a CRM system, to import into an accounting system.




How to import?


The customers and products data have to be in sync between the quotation and accounting system before importing sales confirmation orders. It will not work if the customer code in the quotation system is ABCPL for ABC PTE LTD, but the accounting software has it as ABC01.




Use the import feature from the file menu, or copy the cells from the spreadsheet and paste it to the sales order transaction of MoneyWorks accounting system. Then, map the source field from the spreadsheet to the MoneyWorks fields, and import the data once you have completed the mapping.




That's it! Data imported.


If you do not have a quotation system or currently using a spreadsheet to generate quotes, may consider using the quotes feature in MoneyWorks. For those who prefer to work on an iPad may download the free mobile app from Cognito website to create quotes on the move.



Note: The transaction type for quotes is 'QU', whereas the sales order is 'SO'. You may refer to the MoneyWorks user guide for more information.

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