AccountEdge

Here are the steps for importing customer (cards) and orders into AccountEdge. The initial setup might need to be adjusted depending on your AccountEdge settings.

1. Click Download Orders in the MightyMerchant Site Manager to save your current order file to your hard drive.

2. Select File menu -> Import Data -> Cards -> Customer Cards.

3. Keep the default settings and click Continue.

Import File Format: Tab-delimited
First Record is: Header Record
Duplicate Records: Reject Them
Identify Records by: Co./Last Name

4. Select your download file.

5. Click Automatch and then click Import.

Your new customers will be imported into AccountEdge. Any warnings or issues will be noted on the screen and available for review in the import log.

6. Now select File Menu -> Import Data -> Sales -> Item Sales.

7. Accept the default settings (they should be the same as the Customer defaults) and click Continue.

8. Location your import file. You will be using the exact same file as one you used for the customer import.

9. Click Automatch and then click Import.

Your invoices should now be imported into AccountEdge with any warnings noted on the screen.