Articles in this category Imports Customer ID on Import When importing a new customer (Tools -> Import -> Import Customers), it does not let you choose a specific Customer ID. The Customer ID is auto-assigned, so that can't be set manually, but you c... Import GL Beginning Balances You can import General Ledger balances by going to Tools -> Import -> Import GL Totals. Create a CSV file with the balances laid out in the specified column format, then locate your file and cli... GL Accounts did not Import with Inventory Items Before you import inventory items (Tools -> Imports -> Import Inventory Items), be sure to set the Default Inventory Location and Default Price Level in Admin -> Inventory -> General Setup... Importing Employees Error If you are importing employees (Tools -> Import -> Import Employees) and some employees are not being added to the system, it is likely that a Social Security Number is not specified for the emp... Inventory Import Fields - Common Questions The Item File Column Format list for Tools -> Import -> Import Inventory Items has some fields that users occasionally have questions about. Bank Statement Import (OFX) To import bank statements go to Tools -> Import -> Import Bank Statements (be sure Tools -> System -> Add-Ons -> Bank Statement Import is turned on). Export your bank statement in OFX, ... QIF Import The bank statement import tool (Tools -> Import -> Import Bank Statements) currently only supports OFX, QFX, and Web Connect formats. What can be Imported? The following information can be imported into NolaPro in CSV format: Customers, Invoices, Employees, GL Accounts Import Invoices You can import customer invoices by going to Tools -> Import -> Import Customer Invoices. You can import vendor bills/invoices by going to Tools -> Import -> Import Vendor Bills. Import Timed Out If you find that the system times out when importing a large file, try breaking the file up into a few smaller portions. Be sure to choose Partial Import for Import Type so that your existing data is ... Import Build Orders 1. Create a CSV file based on the File Column Format located in Tools -> Import -> Import Build Orders. Repeat the Master Item Code on each line. (Only the last Master Quantity To Make in the li...