Export data for a defined period
❗ Important before you start
Generate the Summary of operations by account number report in Plannit for the targeted transaction period and ensure that all transactions appear and are assigned to the correct General Ledger (GL) accounts.
If any corrections need to be made to invoices, refer to the article 📘 How to Make Corrections to a Transaction Before Exporting It in Plannit.
From the Transactions menu in the main Tools menu:
Click on Filters
Enter your period in Transaction date (e.g. last year), then determine the relevant accounting period.
Click Apply, and the list of non-exported sales transactions (i.e., sent invoices) for the targeted accounting period will appear.
Select the transactions you want to export by checking the boxes and click Export. The file will be downloaded to your computer.
Import data to Acomba Acomba
❗ Important
Before importing, make a backup copy in Acomba.
Once you're ready to import into Acomba, make sure your Acomba is closed.
Go to the download folder to locate the file with the name GLIMPORT.001.
Copy this file using the right mouse button.
Click on Computer, then click on the directory where your Acomba import folder is located (either on C:, D:, etc.) and click on the F1000.dta folder to open it.
Right-click to paste the GLIMPORT.001 file.
The GLIMPORT.001 file is now in the Acomba import folder.
Reopen Acomba so that the file can be imported automatically. Check the options and click on the desired import option (see below):
Choose whether or not to convert to uppercase-lowercase
Your import into Acomba is now complete.