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

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