Step 2 - Importing Sales (Invoices) into Pastel

Step 2 - Importing Sales (Invoices) into Pastel

 Pastel Sales Import From Evolv

Creation Date: Mar 28, 2025
Created By: Aidan Quin
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1. Click on Reports

Click on Reports

2. Click on Accounting Reports

Click on Accounting Reports

3. Click on Pastel

Click on Pastel

4. Click on Customer Sales

Click on Customer Sales

5. Click on Using Sales Journal

Click on Using Sales Journal

6. Select the Start & End Dates to Import, Then Click on Apply

Select the Start & End Dates to Import, Then Click on Apply

7. Select Current Period

You can leave this field out as it will default

Select Current Period

8. Make Sure Contra Account Matches Pastel Sales Account Code

Make Sure Contra Account Matches Pastel Sales Account Code

9. Click on Download Txt

Click on Download Txt

# Now Open Pastel & Follow These Steps

10. Go to "Process" -> "Journals"

11. Select Customer Sales Journal

Select Customer Sales Journal

12. Import a Batch Using The File From Evolv

Import a Batch Using The File From Evolv

13. Select The Downloaded File From Evolv

Select The Downloaded File From Evolv

14. This Invoices From Evolv Will Be Imported

You may then proceed with updating the batch on Pastel.

This Invoices From Evolv Will Be Imported

15. Select Update

Select Update

16. Select this Journal Batch

Select this Journal Batch

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