Requirements

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This content is no longer actively maintained. It is provided as is, for anyone who may still be using these technologies, with no warranties or claims of accuracy with regard to the most recent product version or service release.

Generally, the source application will be an accounting application. Creating an import filter requires some accounting knowledge if the source application is an accounting application. This document includes a glossary of terms, including some accounting-related terms. Basic accounting principles, however, are not covered in this overview. These principles include an understanding of why revenues are often stored as negative numbers; how the accounts in a chart of accounts should be mapped to account categories; and definitions of terms such as debit, credit, asset, liability, equity, revenue, and expense.

Other requirements for creating an import filter include the following:

  • Full knowledge of your source system's file formats, record structures, data types, account mappings, and so on.

  • Microsoft Visual C++® version 5.0 or later.

  • Microsoft Small Business Customer Manager included with Microsoft Office 2000.

  • Microsoft Small Business Financial Manager (SBFM) included with Microsoft Office 2000 (optional).

For more information on Import Wizard requirements, see "Frequently Asked Questions" later in this document.