Import Isolved Transactions

Importing ISolved Transactions via the Export and Import Process.

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.

• Scroll to the bottom of the list

• Select the desired report.
• 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