Importing and exporting data > Managing import and export records
If you’re importing or exporting sales to which a 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.
Some fields must be exported for use with an AccountEdge product import
When you import information into an AccountEdge product, certain fields must have valid matching fields. If you plan to use this export file with an AccountEdge product, be sure to match the necessary fields:
If two fields have a caret (^) next to them, you must assign a matching export field to one or both fields.
Some fields must be imported
If two fields have a caret (^) next to them, you must assign a matching import field to one or both fields.
If you receive the alert “The xxx field is required for this import," one or more of the records you’re trying to import has no entry in the field you selected to identify the record.
To solve this issue, first, check the entry in the Identify xxx by field in the Import File window to be sure that setting is the correct one. If it is the correct setting, you must review the data you’re trying to import; edit the data so that each record has an entry in the field you selected for identification.
