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Import open balances in AR

  • 4 July 2023
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I need help importing overdue AR balances into the system. I have the template to use but for some reason i cannot get the balance to link to the details total without adding any inventory.

we are switching from Quickbooks to the System and the export from QB only gave me the balance and not the line items.so is there a better way to import this information?

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Best answer by Laura02 4 July 2023, 02:41

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Hello @garcimig09 ,

When migrating open AR, with Migration Mode turned on in AR Preferences, you want to import the Line Total to the Amount field and the open/unpaid balance of the invoice in the Balance field:

Sometimes the Balance matches the Amount and sometimes the Balance is less than the amount.

If this doesn’t answer your question, please provide:

  • What messages appear when you try to import? 
  • Screen shot or XML of your Import Scenario.

Thank you,

Laura

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