I would like to import data from one data file to another data file. I can export the data but when i go to import it, it will not show the year 2012 (it shows 2010 2011 and I have closed those years) in the import date and so rejects it because of the date. Any suggestions

Hi Lisa,

I presume you mean Adagio Ledger. Which import function are you referring to?

Import Transactions is only meant for historical fiscal years. You cannot import transactions for the current or next year. If you want to do this, you need to import them as a Batch. Perhaps use the Export Batch function in the first company to create the import file for the other.

If the problem is the same as mine I am importing a payroll batch from Easypay into Adagio Ledger. Normally this imports without issue. The problem is that our fiscal year ended December 31, 2011 so we have 'two years' open right now (2011 and Next Year 2012). It imports into the current year (2011) instead of Next Year (2012). I have looked to see if I can just 'edit' the period but when I click on it it still only allows January 2011 through December 2011 as options. I need to post the payroll batch to January 2012.

I can re-run the import if need be but even when I did that I did not see an option to change fiscal years before the import takes place. All of the transactions to be imported have the correct accounting date (January 13, 2012) but if I post the batch as is, right now they will go to the January 2011 period.

Any ideas?

Hi, Rebecca,

Doesn't sound like yours is the same problem. They are importing transactions and you are importing a batch.

When you have the Next Year created, make sure you open your import template and add the Fiscal Year field to the Default Fields tab. Then, in the Value field at the bottom on the window, select the actual fiscal year you want the imported batch to go to.

Even without doing this (eg. the batch has been retrieved to the Current rather than the Next year), you can highlight the imported batch within the Batches window and select the Copy button. Enable the 'Move batch' option and make sure you've selected the 'Batch type' as Next Year. Then, determine what other changes might be necessary on the Copy Batch window. When you're finished, select the OK button and the batch will be moved to the Next Year Batches window from which you can post it.