When exporting, you have the option to include terms for customer and vendor cards and for all types of sales and purchases. When importing, though, terms are always added to customer and vendor cards and all types of sales and purchases. If terms are included in your import file, along with your cards, sales and purchases, those terms are imported. If terms are not included in the import file, terms are added according to the two following methods:
If the Payment is Due field is blank or invalid when importing customer and vendor cards, the default Payment is Due field for customers and vendors will be substituted. (To see the default Payment is Due for customers and vendors, click on the Terms button on the Sales or Purchases tab in the Preferences window of AccountEdge.) If other Terms fields are blank or invalid, terms typically associated with the Payment is Due field will be substituted.
If the Payment is Due field is blank or invalid when importing sales and purchases, the Payment is Due entry entered in the Credit Terms window of the customer or vendor card will be substituted. If other Terms fields are blank or invalid, terms typically associated with the Payment is Due field will be substituted.
If you're importing or exporting sales to which one single payment has been applied, the amount of the payment will be imported or exported. You can also import or export the payment method and the payment method details, if you want.
If you're importing or exporting sales to which more than one payment has been applied the total amount paid will be imported or exported, but no payment method or payment details will be imported or exported.
Click below for a detailed description of each field:
Purchases Fields - Miscellaneous
Purchases Fields - Professional
Importing and Exporting Overview - Some considerations for certain fields