Re: [GNC] How to transfer customer and vendor information from a previous GNUCash file?
Please remember to hit reply-all or reply-list so others can participate and benefit from the discussion. - While you can't delete an Invoice/Bill, you can reuse them. When I end up in such a situation, I change the document ID to "Use Next" so I can find it easily, and then simply edit it as needed before posting. Regards, Adrien On 5/15/24 12:50 AM, Wesley Brooks wrote: I just wanted a fresh start on the accounts. I do realise GNUCash is fine to keep using the same file indefinitely. I've been using GNUCash for a couple of years now, and my approaches and preferences to entering the data has changed. I don't want to continually have the old data there and a nagging desire to waste my time and go back and edit it to fit my current way of handling the data. I also don't like the way scrapped invoices and bills aren't ever really deleted either, kind of hanging around like ghosts. I will add in the customer and vendor information as required. I use GNUCash to keep my records, and then pass the data to my accountant for final check through and submission. I inevitably end up with edits I need to make to my records and save another pending post to this forum a fresh start with corrected opening balances is an easy way of achieving these corrections. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] How to transfer customer and vendor information from a previous GNUCash file?
As far as I am aware, there is no means within GnuCash to export/import Business Features setup data such as Customers, Vendors, Employees, or Tax Tables. You can import Invoices/Bills from a CSV, (such as data generated by another app) but you can't export them. (outside of running relevant Transaction reports) - But I would ask, why do you want to start with a fresh file simply because the year changed? Why do you think that is necessary or desirable? GnuCash is designed to happily continue with the same file (book) in perpetuity. Let us know your goals for doing so, and we can further assist. There may be better ways to accomplish those goals than starting with an entirely new file each year. (though you can if you want of course) Regards, Adrien On 5/14/24 8:43 AM, Wesley Brooks wrote: I am trying to create a fresh start on my accounts for the next accounting year. I can see how I can export and subsequently import the account tree. I would like to do the same for customers and vendors. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] How to transfer customer and vendor information from a previous GNUCash file?
Dear Users, I am trying to create a fresh start on my accounts for the next accounting year. I can see how I can export and subsequently import the account tree. I would like to do the same for customers and vendors. Thanks. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
