Hi, I have tried to import the customers and once I click on import data its processed and get failed.
please refer to attach screenshot for process which I am following.
And I also need to import balance for these customers.
Dear Maneesh,
for the successful import, the required attributes have to be filled. For the Companies list, Payment terms (Terms column) should not be empty.
Please refer to the knowledge base AccountingSuite – Data Import Tool
Opening balance can be imported via Data import tool for a Journal entry. Please use the link above to see a video tutorial for it.
Should you have further questions, we are at your disposal
Dear Anna,
I have a query, If I Import customer balance through journal then how can I map customer to that particular line amount.
Because there is no column for customer.
Hi, I have filled all the details but unfortunately getting error when I click on Next.
For the error please refer to attached image.
