Available types of imports You can import the following entries into EQ by using the Import command from the Tools menu. The import view doesn't determine what type of file you're importing. The import type is designated by the letter in the first column. All imports use a Fixed CSV TXT file. Revenue An "R" in the first column indicates revenue entries. Revenue records must have the 27 fields or columns. Fields can be blank in certain situations. When you import revenue entries into Equipment, the Equipment ID populates the transactions sent to JC. Entries sent to General Ledger are summarized based on the settings in File, Company Settings, EQ Settings, GL Entry Settings. They're summarized based on the account number, accounting date, job ID, and employee ID. Costs A "C" in the first column indicates cost entries. Meter An "M" in the first column indicates meter records. This allows you to import meter readings. Miscellaneous A "Q" in the first column indicates miscellaneous entries records. You can use miscellaneous entries to track non-dollar items and other information. Examples: - Number of accidents
- Meter readings
- Downtime hours
Information - Check the Help files for the file layouts and field by field listing of the business rules applied during import
- Fixed CSV TXT files are called "CSV (Comma delimited)" when saving with Save as type in Excel
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