How to import customer invoices, payments and adjustments

 CAUTION: Before importing, backup your company files. If a problem occurs with the import, restore the backup, correct the import file, and complete the import process.

For instructions on importing customer transactions, use this document Import AR customer transactions.pdf.

For additional information on importing or a listing of all import file formats, use the articles in the Related Solutions below.

NOTES:

• The import for Accounts Receivable invoices does not have the option to import line item detail like Standard Items, this can only be done through manual entry in AR, Transactions, Invoices
• You can only import one sales account for Accounts Receivable invoices
• Exclusive rights are required when importing Customer Invoices using AR, Transfer, Import Invoices. No other users can be in the company while performing the import

How to import data in Sage BusinessWorks
Import file formats
How to import customers