CSV Import Problem with Peachtree

Posted by Thom on July 26, 2008, 11:30 pm

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Hello,

I am troubleshooting a problem I am having with CSV Customer/Sales
import into Peachtree.

The problem I am having is that the tax and shipping charges(freight)
are not importing properly from the Sales CSV import.

We are in California, so we do charge tax on CA orders. We do not
charge tax on out of state orders.

Our shipping charges do not import at all and show up as zero for both
in state and out of state orders.

If the order is an in state (CA) order, the tax and the shipping
charges get combined (added together) and show up in the tax field
after CSV import in Peachtree. The shipping field shows up as zero
after CSV import in Peachtree.

If the order is an out of state order, after CSV import, the shipping
charge shows up in the tax field and the shipping field is zero.

Below is an example of the Sales CSV we use for importing.

SALES JOURNAL TEMPLATE COLUMNS(32), note (R) = Required Field:

Customer ID(R), Invoice/CM,Date(R), Ship By, Ship to Name, Ship to
Address Line 1, Ship to Address Line 2, Ship to City, Ship to State,
Ship to Zip, Ship to Country, Customer PO, Ship Via, Ship Date, Date
Due(R), Displayed Terms, Sales Representitive ID, Accounts Receivable
Account(R), Sales Tax Code, Number of Distributions(R), Invoice/CM
Distribution[numeric](R), Quantity, Item ID, Serial Number(R),
Description, G/L Account(R), Unit Price, Tax Type(R), Amount(R), Sales
Tax Authority(R), Credit Memo, Voided by Transaction(R)

IN STATE (CA) ORDER - SALES CSV

[TAX LINE]
"Tisch,Lynn,94611-2122",13522,7/26/08,7/29/08,"Lynn Tisch","2944 Del
Mar Ct","","Oakland","California","94611-2122","United
States",,Standard Shipping Rate (7-10 Business Days),
7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,CA,3,0,0,0,,Sales Shipped
Inside CA,2262-00, 0,0,-3.27,CA,FALSE,

[PRODUCT LINE(S)]
"Tisch,Lynn,94611-2122",13522,7/26/08,7/29/08,"Lynn Tisch","2944 Del
Mar Ct","","Oakland","California","94611-2122","United
States",,Standard Shipping Rate (7-10 Business Days),
7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,CA,3,1,1,183,,"Brain
Vitale 60 capsules",4230-70,46.80,1,-46.80,,FALSE,

[SHIPPING LINE(FREIGHT)]
"Tisch,Lynn,94611-2122",13522,7/26/08,7/29/08,"Lynn Tisch","2944 Del
Mar Ct","","Oakland","California","94611-2122","United
States",,Standard Shipping Rate (7-10 Business Days),
7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,CA,3,0,0,,,Freight Amount,
6170-70,0,26,-5.00,CA,FALSE,

OUT OF STATE ORDER - SALES CSV

[NO TAX LINE (no tax charge on out of state orders)]

[PRODUCT LINE(S)]
"Kaminy,Al,60601",13520,7/26/08,7/29/08,"Al Kaminy","933 Wacker
Dr.","","Chicago","Illinois","60601","United States",,Standard
Shipping Rate (7-10 Business Days),
7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,NA,2,1,1,129,,"Change
Your Brain, Change Your Life [Book+DVD]",
4223-70,59.95,1,-59.95,,FALSE,

[SHIPPING LINE(FREIGHT)]
"Kaminy,Al,60601",13520,7/26/08,7/29/08,"Al Kaminy","933 Wacker
Dr.","","Chicago","Illinois","60601","United States",,Standard
Shipping Rate (7-10 Business Days),
7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,NA,2,0,0,,,Freight Amount,
6170-70,0,26,-5.00,NA,FALSE,

The CSV lines do have charges for both tax and shipping but these get
mangled on import of the CSV.

Any help will be greatly appreciated.

Best Regards,

Thom

Posted by olmowgli on October 18, 2008, 12:53 pm

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I have a similar problem. Did you ever get your problem resolved?

-------------------------------------
Thom wrote:

> Hello,

> I am troubleshooting a problem I am having with CSV Customer/Sales

> import into Peachtree.

> The problem I am having is that the tax and shipping charges(freight)

> are not importing properly from the Sales CSV import.

> We are in California, so we do charge tax on CA orders. We do not

> charge tax on out of state orders.

> Our shipping charges do not import at all and show up as zero for both

> in state and out of state orders.

> If the order is an in state (CA) order, the tax and the shipping

> charges get combined (added together) and show up in the tax field

> after CSV import in Peachtree. The shipping field shows up as zero

> after CSV import in Peachtree.

> If the order is an out of state order, after CSV import, the shipping

> charge shows up in the tax field and the shipping field is zero.

> Below is an example of the Sales CSV we use for importing.

> SALES JOURNAL TEMPLATE COLUMNS(32), note (R) = Required Field:

> Customer ID(R), Invoice/CM,Date(R), Ship By, Ship to Name, Ship to

> Address Line 1, Ship to Address Line 2, Ship to City, Ship to State,

> Ship to Zip, Ship to Country, Customer PO, Ship Via, Ship Date, Date

> Due(R), Displayed Terms, Sales Representitive ID, Accounts Receivable

> Account(R), Sales Tax Code, Number of Distributions(R), Invoice/CM

> Distribution[numeric](R), Quantity, Item ID, Serial Number(R),

> Description, G/L Account(R), Unit Price, Tax Type(R), Amount(R), Sales

> Tax Authority(R), Credit Memo, Voided by Transaction(R)

> IN STATE (CA) ORDER - SALES CSV

> [TAX LINE]

> "Tisch,Lynn,94611-2122",13522,7/26/08,7/29/08,"Lynn

> Tisch","2944 Del

> Mar

> Ct","","Oakland","California","94611-2122","United

> States",,Standard Shipping Rate (7-10 Business Days),

> 7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,CA,3,0,0,0,,Sales

> Shipped

> Inside CA,2262-00, 0,0,-3.27,CA,FALSE,

> [PRODUCT LINE(S)]

> "Tisch,Lynn,94611-2122",13522,7/26/08,7/29/08,"Lynn

> Tisch","2944 Del

> Mar

> Ct","","Oakland","California","94611-2122","United

> States",,Standard Shipping Rate (7-10 Business Days),

> 7/28/08,7/26/08,PREPAID,WEBSITE,<Cash

> Basis>,CA,3,1,1,183,,"Brain

> Vitale 60 capsules",4230-70,46.80,1,-46.80,,FALSE,

> [SHIPPING LINE(FREIGHT)]

> "Tisch,Lynn,94611-2122",13522,7/26/08,7/29/08,"Lynn

> Tisch","2944 Del

> Mar

> Ct","","Oakland","California","94611-2122","United

> States",,Standard Shipping Rate (7-10 Business Days),

> 7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,CA,3,0,0,,,Freight

> Amount,

> 6170-70,0,26,-5.00,CA,FALSE,

> OUT OF STATE ORDER - SALES CSV

> [NO TAX LINE (no tax charge on out of state orders)]

> [PRODUCT LINE(S)]

> "Kaminy,Al,60601",13520,7/26/08,7/29/08,"Al

> Kaminy","933 Wacker

> Dr.","","Chicago","Illinois","60601","United

> States",,Standard

> Shipping Rate (7-10 Business Days),

> 7/28/08,7/26/08,PREPAID,WEBSITE,<Cash

> Basis>,NA,2,1,1,129,,"Change

> Your Brain, Change Your Life [Book+DVD]",

> 4223-70,59.95,1,-59.95,,FALSE,

> [SHIPPING LINE(FREIGHT)]

> "Kaminy,Al,60601",13520,7/26/08,7/29/08,"Al

> Kaminy","933 Wacker

> Dr.","","Chicago","Illinois","60601","United

> States",,Standard

> Shipping Rate (7-10 Business Days),

> 7/28/08,7/26/08,PREPAID,WEBSITE,<Cash Basis>,NA,2,0,0,,,Freight

> Amount,

> 6170-70,0,26,-5.00,NA,FALSE,

> The CSV lines do have charges for both tax and shipping but these get

> mangled on import of the CSV.

> Any help will be greatly appreciated.

> Best Regards,

> Thom

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