Some considerations for certain fields

How terms are imported and exported

When exporting, you have the option to include terms for customer and vendor cards and for all types of sales. When importing, though, terms are always added to customer and vendor cards and all types of sales. If terms are included in your import file, along with your cards and sales, those terms are imported. If terms are not included in the import file, terms are added according to the two following methods:

Customer and vendor cards

If the Payment is Due field is blank or invalid when importing customervendor cards, the default Payment is Due field for customers will be substituted. (To see the default Payment is Due for customers, click on the Terms button on the Sales tab in the Preferences window of BusinessBasics.) If other Terms fields are blank or invalid, terms typically associated with the Payment is Due field will be substituted.

Sales

• Payment is Due

If the Payment is Due field is blank or invalid when importing sales, the Payment is Due entry entered in the Credit Terms window of the customer will be substituted. If other Terms fields are blank or invalid, terms typically associated with the Payment is Due field will be substituted.

• Payments on sales

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:

Accounts Fields

Cards Fields - Customer

Cards Fields - Vendor

Cards Fields - Employee

Cards Fields - Personal

Items Fields

Journal Entries Fields

Sales Fields - Item

Sales Fields - Miscellaneous

Sales Fields - Professional

Sales Fields - Service