Difference between revisions of "Import Isolved Transactions"
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*Select the report menu from the main iSolved menu. This will normally be under Reports/Report Archive. | *Select the report menu from the main iSolved menu. This will normally be under Reports/Report Archive. | ||
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| + | | [[Image:islvd_ExportScrollDown.png|frame|left|200px|alt=iSolved Menu]] | ||
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*Scroll to the bottom of the list | *Scroll to the bottom of the list | ||
Revision as of 20:06, 30 December 2024
Importing ISolved Transactions via the Export and Import Process.
Contents
General Ledger
NOTE: The General Ledger export will also include Job Cost Data.
Export from iSolved
- Make sure your iSolved team has provided you with the standard g/l and c/m reports designed for Keystone.
- Select the report menu from the main iSolved menu. This will normally be under Reports/Report Archive.
| iSolved Menu |
|---|
 |
- Scroll to the bottom of the list
- Select the desired report.
- Pick the correct weeks payroll.
- Make sure to save in CSV format.
- Save to a convenient folder on your local computer.
Import into Keystone
- Select Import Transactions from General Ledger Entry/Inquiry menu.
- You will need to select the file you exported from iSolved.
Post the Imported batch
- Select Journal Entry from the General Ledger Entry/Inquiry menu
- Select the newly created batch
- Hit the Post option
