Import Payables (PF8)

Setup your csv file from excel with the following column headers and add your data:

Post Date

Vendor Code

Vendor Reference (Optional)

Ledger Account

Amount

Description

When you import PF8 will ignore the header row (first).

MenusSQL > Vendors > Transactions> Import Payables

Click Import

Find your file and click ok:

Click OK

Click Insert OK

PF8 will process the payables then click ok.

Spot check your data

NOTE: For first time users, always use your test data file. Spot check your data.

Inserted 07/24/2025 – HS