Quick Start: Import customers

Available in Microsoft Office Accounting Professional 2008 only.

If your customer list is saved in a Microsoft Office Excel workbook, you can use the Import Data Wizard to copy the list into Microsoft Office Accounting 2008. You can use an Office Excel workbook of your own, or you can use one of the sample workbooks in Office Accounting 2008. The sample workbooks make it easy for you to copy your data into a format that is ready to import into Accounting 2008.

Tip: For information about preparing Excel files for import, see Import data from Microsoft Office Excel.

Run the Import Data Wizard

After your customer list has been correctly formatted in Excel, import the data by following these steps:

  1. On the File menu, click Import Excel Data.

    Tip: Before you import your data, you can practice by using the wizard to import data into a sample company. The workbooks that are provided with Accounting 2008 include sample data, some of which will cause errors. This gives you the opportunity to practice correcting errors before you start working with your own data.

  2. On the Select source file page, select Customers, click Browse, locate and select the Excel workbook, and then click Open.

  3. Click Next.

    Note: If the Create a backup before importing data check box is selected, the Select backup settings page appears. Either accept the default file name and path, or click Browse to select a different file name or path. If desired, type and confirm a password for accessing the backup file. Click Next to continue.

  4. On the Map your data page, under Step 1, use the drop-down list to map the worksheet in Excel to the corresponding list in Accounting 2008.

    Import Customers Step 1

  5. Under Step 2, click Match fields to map column names in your worksheet to field names in Accounting 2008.

    Note: If you are using the ImportCustomers.xls workbook provided with Accounting 2008, this step is completed automatically and (done) appears next to Match fields.

    Import Customers Step 2

  6. Click Next.

  7. Do one of the following:

    • If the Import Data Wizard encountered errors in the data mapping, the Data validation - errors found page opens. Follow the instructions on the page to correct the errors.

      If you want, you can click Import to continue without correcting the errors.

    • On the Data validation - no errors found page, click Import.

  8. On the Data import completed page, review the results of the import process, and then click Finish.

For additional information

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