Oh, and because you want to update the new 'Units' field, you can't use the 'Retrieve Prior Year Data' function to bring in 2006 data (because Units were not maintained then).

Make sure that you have updated your Accounts to contain a non-blank 'Unit' field. Otherwise when importing (or entering) Transactions, the process will not apply Unit values to accounts that do not have a Unit field enabled (ie non-blank).

When setting up your import file, include all the columns for what you want to import. Then create an Import Template will field selections that match your file. You don't have to create the file to match a required template layout. Note that if you do not import particular field information, there may be rules for what is defaulted for that field value - refer to the Help file notes for these rules.