Some considerations for certain fields
Importing and Exporting Overview > Some considerations for certain fields
How terms are imported and exported
When exporting, you have the option to include terms for customer and supplier cards and for all types of sales and purchases. When importing, though, terms are always added to customer and supplier 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:
Customer and supplier cards
If the Payment is Due field is blank or invalid when importing customer and supplier cards, the default Payment is Due field for customers and suppliers will be substituted. (To see the default Payment is Due for customers and suppliers, click on the Terms button on the Sales or Purchases tab in the Preferences window of Accounting Plus.) If other Terms fields are blank or invalid, terms typically associated with the Payment is Due field will be substituted.
Sales and purchases
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 supplier 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:
Accounts Fields
Activities Fields
Activity Slips Fields
Cards Fields - Customer
Cards Fields - Supplier
Cards Fields - Employee
Cards Fields - Personal
Items Fields
Journal Entries Fields
Purchases Fields - Item
Purchases Fields - Miscellaneous
Purchases Fields - Professional
Purchases Fields - Service
Sales Fields - Item
Sales Fields - Miscellaneous
Sales Fields - Professional
Sales Fields - Service
Sales Fields - Time Billing
Tax Code List Fields