Import Wizard

The Import Wizard imports data from M.Y.O.B, Peachtree, Quickbooks.  When the import wizard is run it will create a new data file first and then import the data from the data source you specify.  Be sure to make a Backup of your data file before you begin.

When you import data you will only be able to import the Customer, Vendor and Employee data.  The other data in these programs does not export out very well making it a very difficult task to import into VisionCore.

Importing your data

You can only run the Import Wizard from the Main Menu by selecting the File drop-down menu at the top of the form.  Choose Import Wizard from the File drop-down menu and the wizard will open.

The first page of the wizard will have general instructions on how to use it. Make sure you read all the instructions for this wizard very carefully and then click the "Next" button. Now select the data source you will be importing from in the "Data Source" combo box.

Click the "Next" button to move to the next page where you will enter your add data file name and location.  You must click the Ellipse button next to the add File Name" field, which opens the Windows dialog box.  Here you can enter a new data file name and location, which will automatically fill in the add File Name" field.

Click the "Next" button to move to the next page where you will enter your existing data file name and location.  You must click the Ellipse button next to the "Original File Name" field, which opens the Windows dialog box.  Here you can select your data file, which will automatically fill in the "Original File Name" field.

Click the "Next" button to move to the last page where you can review the add and existing data files you selected in the last two steps.  If you find something is not correct click the "Previous" button to go back and make changes.  If everything is correct then click the "Import" button to start the Import Wizard.  Depending on how large your data file is and how fast your computer is will determine how long it takes the Import Wizard to import the data.  Typically it only takes a few to several minutes.  After the Import Wizard is finished running the add data file will be automatically linked and opened ready for you to use.

As with any import wizard, we recommend you verify that all of your existing data was brought over to the add company file correctly.