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,,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,,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,,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,,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,,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