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QuoteWerks Knowledgebase Topic (Article ID 6334)

Peachtree - Error importing after update to build 21

This information applies to :

Article ID
6334

Created/Updated
August 30, 2006

Category
Peachtree


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Issue:
After update to build 21 of QuoteWerks 4.0 trying to import an exported Peachtree link CSV into Peachtree produces the following error:

An error occurred importing the file:
This happens on:
Line Number: 2
Field Name: Customer ID

Cause:
Beginning in Build 21 there is new field that is being exported to Peachtree. This new field contains the QuoteWerks document # and it must be accounted for in the import mapping in Peachtree.

Solutions:

Option 1) You can map the QuoteWerks document # to the Peachtree Sales Order# so that they will now be the same.


Option 2) You can map the QuoteWerks document # to another Peachtree field of your choice (Quote #, or Internal Note for ex.).


To perform option #1:
Edit the import mapping in Peachtree as follows:
1) Move "Sales Order #" all the way to very bottom and be sure it's checked.
2) Check "Internal Note" and move it all the way to the top but just under "Customer ID"
3) Save this and you may now proceed with the import


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